True Wealth Design
WU icon

True Wealth Design’s Western Union WU Stock Holding History

True Wealth Design’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-502
Closed -$3.87K – 2801
2026
Q2 		$3.87K Sell
502
-520
-51% -$4.36K ﹤0.01% 1438
2026
Q1 		$8.92K Buy
1,022
+856
+516% +$8.1K ﹤0.01% 1009
2025
Q4 		$1.55K Buy
166
+162
+4,050% +$1.43K ﹤0.01% 1547
2025
Q3 		$32 Sell
4
-2,626
-100% -$22K ﹤0.01% 2630
2025
Q2 		$22.1K Sell
2,630
-1,326
-34% -$12.6K 0.01% 360
2025
Q1 		$41.9K Buy
3,956
+3,276
+482% +$34.7K 0.02% 221
2024
Q4 		$7.21K Sell
680
-1,439
-68% -$15.9K ﹤0.01% 471
2024
Q3 		$25.3K Buy
+2,119
New +$25.6K 0.01% 289

Other funds holding WU

CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Collar Capital Management
Collar Capital Management Appleton, Wisconsin $167M AUM 63.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

True Wealth Design's WU Position: Q3 2026 in Review

True Wealth Design sold out of Western Union (WU) in Q3 2026, closing a stake of 502 shares — an estimated $3.87K sold.

True Wealth Design first reported a position in WU in Q3 2024 and held it in 8 quarters. The position peaked at $41.9K in Q1 2025. 133 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • True Wealth Design reported no remaining Western Union position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 502 Western Union shares in Q3 2026, an estimated $3.87K.
  • True Wealth Design first reported a position in Western Union in Q3 2024 and held it in 8 quarters.
  • True Wealth Design's Western Union position peaked at $41.9K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.