Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WU holding history

Western Union CO in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WU overviewAll 13F holders of WUFull Q2 2026 holdings

Shares (Q2 2026)
42,093
Value
$324.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,093$324.1K<0.1%+8,276+24.5%AddedHolders
Q1 202633,817$295.2K<0.1%+3,213+10.5%AddedHolders
Q4 202530,604$284.9K<0.1%+623+2.1%AddedHolders
Q3 202529,981$239.5K<0.1%+712+2.4%AddedHolders
Q2 202529,269$246.4K<0.1%−196−0.7%ReducedHolders
Q1 202529,465$312.0K<0.1%+7,421+33.7%AddedHolders
Q4 202422,044$233.7K<0.1%+1,029+4.9%AddedHolders
Q3 202421,015$250.7K<0.1%−554−2.6%ReducedHolders
Q2 202421,569$263.6K<0.1%−20.0%ReducedHolders
Q1 202421,571$301.6K<0.1%−2,076−8.8%ReducedHolders
Q4 202323,647$281.9K<0.1%−511−2.1%ReducedHolders
Q3 202324,158$318.4K<0.1%+1,035+4.5%AddedHolders
Q2 202323,123$271.2K<0.1%−6,377−21.6%ReducedHolders
Q1 202329,500$328.9K<0.1%−606−2.0%ReducedHolders
Q4 202230,106$414.6K<0.1%−1,575−5.0%ReducedHolders
Q3 202231,681$428.0K<0.1%+2,668+9.2%AddedHolders
Q2 202229,013$478.0K<0.1%+6,124+26.8%AddedHolders
Q1 202222,889$429.0K<0.1%−3,489−13.2%ReducedHolders
Q4 202126,378$471.0K<0.1%+2,814+11.9%AddedHolders
Q3 202123,564$476.0K<0.1%+1,342+6.0%AddedHolders
Q2 202122,222$510.0K<0.1%−10,710−32.5%ReducedHolders
Q1 202132,932$812.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.