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Virginia Estate & Retirement Planning Advisors’s Western Union WU Stock Holding History

Virginia Estate & Retirement Planning 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 		$610 Hold
80
– – ﹤0.01% 180
2026
Q1 		$699 Buy
+80
New +$757 ﹤0.01% 157

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

Virginia Estate & Retirement Planning Advisors's WU Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Western Union (WU) position steady in Q2 2026 at 80 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Virginia Estate & Retirement Planning Advisors first reported a position in WU in Q1 2026 and has held it in 2 quarters since. The position peaked at $699 in Q1 2026. 477 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 80 shares of Western Union worth $610 as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Western Union share count unchanged in Q2 2026.
  • Western Union made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #180 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Western Union in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Western Union position peaked at $699 in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.