Vontobel Holding’s Western Union WU Stock Holding History

Vontobel Holding’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	$575K	Buy	74,714 +42,621	+133%	+$357K	﹤0.01%	1000
2026 Q1	$280K	Buy	32,093 +9,385	+41%	+$88.8K	﹤0.01%	1017
2025 Q4	$211K	Sell	22,708 -59,408	-72%	-$525K	﹤0.01%	1296
2025 Q3	$656K	Buy	82,116 +37,141	+83%	+$311K	﹤0.01%	856
2025 Q2	$379K	Buy	44,975 +33,295	+285%	+$316K	﹤0.01%	981
2025 Q1	$124K	Buy	+11,680	New	+$124K	﹤0.01%	1043
2023 Q2	–	Sell	-13,173	Closed	-$147K	–	1161
2023 Q1	$147K	Buy	13,173 +921	+8%	+$12K	﹤0.01%	1007
2022 Q4	$167K	Sell	12,252 -19,867	-62%	-$274K	﹤0.01%	1009
2022 Q3	$436K	Buy	32,119 +18,841	+142%	+$295K	0.01%	751
2022 Q2	$220K	Sell	13,278 -59,609	-82%	-$1.05M	﹤0.01%	918
2022 Q1	$1.4M	Buy	72,887 +2,286	+3%	+$42.3K	0.01%	522
2021 Q4	$1.27M	Buy	70,601 +59,609	+542%	+$1.1M	0.01%	566
2021 Q3	$222K	Buy	+10,992	New	+$243K	﹤0.01%	1013
2021 Q1	–	Sell	-8,841	Closed	-$206K	–	1092
2020 Q4	$206K	Buy	+8,841	New	+$192K	﹤0.01%	900

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vontobel Holding's WU Position: Q2 2026 in Review

Vontobel Holding increased its Western Union (WU) stake by 133% in Q2 2026, buying an estimated $357K and bringing the position to 74,714 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Vontobel Holding first reported a position in WU in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.4M in Q1 2022. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Vontobel Holding held 74,714 shares of Western Union worth $575K as of Q2 2026.
Vontobel Holding bought 42,621 Western Union shares in Q2 2026, an estimated $357K.
Western Union made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1000 holding.
Vontobel Holding first reported a position in Western Union in Q4 2020 and has held it in 14 quarters since.
Vontobel Holding's Western Union position peaked at $1.4M in Q1 2022.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.