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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

WU holding history

Western Union CO in every 13F filed by Caldwell Trust Co, 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)
4,148
Value
$31.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WU by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,148$31.9K<0.1%−75−1.8%ReducedHolders
Q1 20264,223$36.9K<0.1%−20−0.5%ReducedHolders
Q4 20254,243$39.5K<0.1%−864−16.9%ReducedHolders
Q3 20255,107$40.8K<0.1%−275−5.1%ReducedHolders
Q2 20255,382$45.3K<0.1%−400−6.9%ReducedHolders
Q1 20255,782$61.2K<0.1%−2,299−28.4%ReducedHolders
Q4 20248,081$85.7K<0.1%−74−0.9%ReducedHolders
Q3 20248,155$97.3K<0.1%−134−1.6%ReducedHolders
Q2 20248,289$101.3K<0.1%−2,298−21.7%ReducedHolders
Q1 202410,587$148.0K<0.1%−1,102−9.4%ReducedHolders
Q4 202311,689$139.3K<0.1%−2,009−14.7%ReducedHolders
Q3 202313,698$180.5K<0.1%−2,192−13.8%ReducedHolders
Q2 202315,890$186.4K<0.1%−9,249−36.8%ReducedHolders
Q1 202325,139$280.3K<0.1%−6,690−21.0%ReducedHolders
Q4 202231,829$438.3K0.1%−730−2.2%ReducedHolders
Q3 202232,559$439.5K0.1%−3,887−10.7%ReducedHolders
Q2 202236,446$600.3K0.1%−2,077−5.4%ReducedHolders
Q1 202238,523$721.9K0.1%−1,475−3.7%ReducedHolders
Q4 202139,998$713.6K0.1%−10,142−20.2%ReducedHolders
Q3 202150,140$1.01M0.1%−7,141−12.5%ReducedHolders
Q2 202157,281$1.32M0.2%−4,488−7.3%ReducedHolders
Q1 202161,769$1.52M0.2%––Holders

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