Winch Advisory Services’s Western Union WU Stock Holding History

Winch 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	$1.88K	Buy	245 +8	+3%	+$67	﹤0.01%	476
2026 Q1	$2.07K	Buy	237 +6	+3%	+$57	﹤0.01%	428
2025 Q4	$2.15K	Buy	231 +5	+2%	+$44	﹤0.01%	415
2025 Q3	$1.8K	Buy	226 +7	+3%	+$59	﹤0.01%	434
2025 Q2	$1.84K	Buy	219 +6	+3%	+$57	﹤0.01%	417
2025 Q1	$2.25K	Buy	213 +5	+2%	+$53	﹤0.01%	404
2024 Q4	$2.21K	Buy	208 +4	+2%	+$44	﹤0.01%	432
2024 Q3	$2.43K	Buy	+204	New	+$2.46K	﹤0.01%	363
2022 Q2	–	Sell	-74	Closed	-$1K	–	487
2022 Q1	$1K	Buy	74 +1	+1%	+$18	﹤0.01%	436
2021 Q4	$1K	Buy	73 +1	+1%	+$18	﹤0.01%	452
2021 Q3	$1K	Buy	72 +1	+1%	+$22	﹤0.01%	466
2021 Q2	$2K	Buy	71 +1	+1%	+$25	﹤0.01%	431
2021 Q1	$2K	Hold	70	–	–	﹤0.01%	398
2020 Q4	$2K	Buy	70 +1	+1%	+$22	﹤0.01%	381
2020 Q3	$1K	Buy	69 +2	+3%	+$45	﹤0.01%	377
2020 Q2	$1K	Hold	67	–	–	﹤0.01%	370
2020 Q1	$1K	Buy	67 +1	+2%	+$25	﹤0.01%	328
2019 Q4	$2K	Hold	66	–	–	﹤0.01%	328
2019 Q3	$2K	Buy	66 +1	+2%	+$22	﹤0.01%	308
2019 Q2	$1K	Buy	65 +1	+2%	+$19	﹤0.01%	426
2019 Q1	$1K	Buy	64 +1	+2%	+$18	﹤0.01%	367
2018 Q4	$1K	Hold	63	–	–	﹤0.01%	338
2018 Q3	$1K	Buy	63 +1	+2%	+$19	﹤0.01%	315
2018 Q2	$1K	Hold	62	–	–	﹤0.01%	326
2018 Q1	$1K	Buy	62 +1	+2%	+$20	﹤0.01%	299
2017 Q4	$1K	Hold	61	–	–	﹤0.01%	300
2017 Q3	$1K	Hold	61	–	–	﹤0.01%	285
2017 Q2	$1K	Buy	+61	New	+$1.18K	﹤0.01%	291
2014 Q2	–	Sell	-101	Closed	-$2K	–	293
2014 Q1	$2K	Buy	+101	New	+$1.65K	﹤0.01%	250

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 $3.38T AUM 44.17% 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

Winch Advisory Services's WU Position: Q2 2026 in Review

Winch Advisory Services increased its Western Union (WU) stake by 3.4% in Q2 2026, buying an estimated $67 and bringing the position to 245 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Winch Advisory Services first reported a position in WU in Q1 2014 and has held it in 29 quarters since. The position peaked at $2.43K in Q3 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Winch Advisory Services held 245 shares of Western Union worth $1.88K as of Q2 2026.
Winch Advisory Services bought 8 Western Union shares in Q2 2026, an estimated $67.
Western Union made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #476 holding.
Winch Advisory Services first reported a position in Western Union in Q1 2014 and has held it in 29 quarters since.
Winch Advisory Services's Western Union position peaked at $2.43K in Q3 2024.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.