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United Capital Financial Advisors’s Western Union WU Stock Holding History

United Capital Financial Advisors’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 		– Sell
-16,606
Closed -$145K – 1747
2026
Q1 		$145K Buy
+16,606
New +$157K ﹤0.01% 1575
2020
Q1 		– Sell
-46,583
Closed -$1.25M – 1386
2019
Q4 		$1.25M Sell
46,583
-7,043
-13% -$183K 0.01% 706
2019
Q3 		$1.24M Sell
53,626
-3,166
-6% -$68.4K 0.01% 684
2019
Q2 		$1.13M Buy
56,792
+1,090
+2% +$21.2K 0.01% 774
2019
Q1 		$1.03M Buy
55,702
+38,234
+219% +$687K 0.01% 767
2018
Q4 		$298K Sell
17,468
-4,314
-20% -$78.4K ﹤0.01% 1066
2018
Q3 		$413K Sell
21,782
-6,941
-24% -$135K ﹤0.01% 1008
2018
Q2 		$584K Buy
28,723
+2,812
+11% +$56K ﹤0.01% 906
2018
Q1 		$498K Sell
25,911
-1,874
-7% -$37.6K ﹤0.01% 960
2017
Q4 		$528K Buy
27,785
+1,121
+4% +$22K ﹤0.01% 948
2017
Q3 		$512K Sell
26,664
-2,482
-9% -$47.3K ﹤0.01% 950
2017
Q2 		$555K Buy
29,146
+203
+0.7% +$3.93K 0.01% 902
2017
Q1 		$589K Sell
28,943
-3,432
-11% -$70K 0.01% 877
2016
Q4 		$703K Buy
32,375
+806
+3% +$16.7K 0.01% 842
2016
Q3 		$657K Sell
31,569
-2,331
-7% -$47.9K 0.01% 888
2016
Q2 		$644K Buy
33,900
+59
+0.2% +$1.15K 0.01% 849
2016
Q1 		$653K Sell
33,841
-1,351
-4% -$24.3K 0.01% 803
2015
Q4 		$630K Sell
35,192
-10,813
-24% -$204K 0.01% 828
2015
Q3 		$845K Buy
46,005
+54
+0.1% +$1.03K 0.01% 739
2015
Q2 		$934K Sell
45,951
-4,286
-9% -$91.2K 0.01% 735
2015
Q1 		$1.02M Buy
50,237
+2,634
+6% +$49K 0.01% 716
2014
Q4 		$853K Sell
47,603
-112,589
-70% -$1.95M 0.01% 689
2014
Q3 		$2.57M Sell
160,192
-1,628
-1% -$28K 0.04% 380
2014
Q2 		$2.81M Buy
161,820
+6,623
+4% +$107K 0.05% 340
2014
Q1 		$2.54M Buy
155,197
+9,836
+7% +$160K 0.05% 318
2013
Q4 		$2.51M Buy
145,361
+122,967
+549% +$2.15M 0.09% 213
2013
Q3 		$418K Buy
22,394
+6,783
+43% +$122K 0.01% 485
2013
Q2 		$267K Buy
+15,611
New +$247K 0.01% 621

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Capital Financial Advisors's WU Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Western Union (WU) in Q2 2026, closing a stake of 16,606 shares — an estimated $145K sold.

United Capital Financial Advisors first reported a position in WU in Q2 2013 and held it in 28 quarters. The position peaked at $2.81M in Q2 2014. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,606 Western Union shares in Q2 2026, an estimated $145K.
  • United Capital Financial Advisors first reported a position in Western Union in Q2 2013 and held it in 28 quarters.
  • United Capital Financial Advisors's Western Union position peaked at $2.81M in Q2 2014.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.