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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

True Wealth Design's WU Position: Q2 2026 in Review

True Wealth Design reduced its Western Union (WU) stake by 51% in Q2 2026, selling an estimated $4.36K and leaving 502 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

True Wealth Design first reported a position in WU in Q3 2024 and has held it in 8 quarters since. The position peaked at $41.9K in Q1 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • True Wealth Design held 502 shares of Western Union worth $3.87K as of Q2 2026.
  • True Wealth Design sold 520 Western Union shares in Q2 2026, an estimated $4.36K.
  • Western Union made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1438 holding.
  • True Wealth Design first reported a position in Western Union in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Western Union position peaked at $41.9K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.