Valeo Financial Advisors’s Western Union WU Stock Holding History

Valeo 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 Q3	$273K	Buy	46,271 +61	+0.1%	+$445	0.01%	667
2026 Q2	$356K	Buy	46,210 +1,193	+3%	+$10K	0.01%	559
2026 Q1	$393K	Buy	45,017 +1,006	+2%	+$9.52K	0.01%	468
2025 Q4	$410K	Buy	44,011 +5,354	+14%	+$47.3K	0.01%	518
2025 Q3	$309K	Buy	+38,657	New	+$323K	0.01%	599
2021 Q2	–	Sell	-1,109	Closed	-$27K	–	1848
2021 Q1	$27K	Buy	1,109 +56	+5%	+$1.32K	﹤0.01%	1072
2020 Q4	$23K	Hold	1,053	–	–	﹤0.01%	1000
2020 Q3	$23K	Hold	1,053	–	–	﹤0.01%	894
2020 Q2	$23K	Hold	1,053	–	–	﹤0.01%	1016
2020 Q1	$21K	Sell	1,053 -800	-43%	-$19.6K	﹤0.01%	890
2019 Q4	$50K	Hold	1,853	–	–	﹤0.01%	653
2019 Q3	$43K	Hold	1,853	–	–	﹤0.01%	652
2019 Q2	$37K	Hold	1,853	–	–	﹤0.01%	685
2019 Q1	$34K	Hold	1,853	–	–	﹤0.01%	651
2018 Q4	$32K	Buy	1,853 +800	+76%	+$14.5K	﹤0.01%	598
2018 Q3	$19K	Hold	1,053	–	–	﹤0.01%	795
2018 Q2	$20K	Hold	1,053	–	–	﹤0.01%	771
2018 Q1	$20K	Hold	1,053	–	–	﹤0.01%	720
2017 Q4	$20K	Hold	1,053	–	–	﹤0.01%	673
2017 Q3	$20K	Buy	+1,053	New	+$20.1K	﹤0.01%	556

Other funds holding WU

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's WU Position: Q3 2026 in Review

Valeo Financial Advisors increased its Western Union (WU) stake by 0.13% in Q3 2026, buying an estimated $445 and bringing the position to 46,271 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #667.

Valeo Financial Advisors first reported a position in WU in Q3 2017 and has held it in 20 quarters since. The position peaked at $410K in Q4 2025. 14 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Valeo Financial Advisors held 46,271 shares of Western Union worth $273K as of Q3 2026.
Valeo Financial Advisors bought 61 Western Union shares in Q3 2026, an estimated $445.
Western Union made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #667 holding.
Valeo Financial Advisors first reported a position in Western Union in Q3 2017 and has held it in 20 quarters since.
Valeo Financial Advisors's Western Union position peaked at $410K in Q4 2025.
14 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.