Wealth Enhancement Advisory Services
WU icon

Wealth Enhancement Advisory Services’s Western Union WU Stock Holding History

Wealth Enhancement Advisory Services’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 		$262K Sell
33,382
-52,027
-61% -$436K ﹤0.01% 3333
2026
Q1 		$744K Buy
85,409
+15,313
+22% +$145K ﹤0.01% 2017
2025
Q4 		$679K Buy
70,096
+32,447
+86% +$287K ﹤0.01% 2240
2025
Q3 		$308K Sell
37,649
-8,325
-18% -$69.6K ﹤0.01% 2774
2025
Q2 		$396K Sell
45,974
-76,839
-63% -$730K ﹤0.01% 2398
2025
Q1 		$1.3M Buy
122,813
+39,382
+47% +$417K ﹤0.01% 1472
2024
Q4 		$884K Buy
83,431
+40,310
+93% +$447K ﹤0.01% 1618
2024
Q3 		$514K Buy
43,121
+14,415
+50% +$174K ﹤0.01% 1820
2024
Q2 		$351K Buy
28,706
+5,241
+22% +$68.1K ﹤0.01% 1878
2024
Q1 		$328K Sell
23,465
-803
-3% -$10.3K ﹤0.01% 1861
2023
Q4 		$289K Buy
24,268
+845
+4% +$10.3K ﹤0.01% 1842
2023
Q3 		$309K Buy
+23,423
New +$287K ﹤0.01% 1726
2021
Q4 		– Sell
-67,057
Closed -$1.29M – 339
2021
Q3 		$1.29M Buy
+67,057
New +$1.48M 0.02% 188
2020
Q4 		– Sell
-78,322
Closed -$1.74M – 252
2020
Q3 		$1.74M Buy
78,322
+846
+1% +$19.2K 0.05% 130
2020
Q2 		$1.76M Sell
77,476
-3,463
-4% -$70.3K 0.05% 126
2020
Q1 		$1.55M Buy
+80,939
New +$1.98M 0.06% 124

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

Wealth Enhancement Advisory Services's WU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Western Union (WU) stake by 61% in Q2 2026, selling an estimated $436K and leaving 33,382 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

Wealth Enhancement Advisory Services first reported a position in WU in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.76M in Q2 2020. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 33,382 shares of Western Union worth $262K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 52,027 Western Union shares in Q2 2026, an estimated $436K.
  • Western Union made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3333 holding.
  • Wealth Enhancement Advisory Services first reported a position in Western Union in Q1 2020 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Western Union position peaked at $1.76M in Q2 2020.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.