Position in WU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$95,724
-$6,360 QoQ
Shares Held
10,965
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $74,466,416 across 9 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
39,520 | $20,297,472 | |
| 2 | SYF |
Synchrony Financial
|
212,354 | $16,149,521 | |
| 3 | AXP |
American Express Co
|
40,373 | $13,656,167 | |
| 4 | V |
Visa Inc.
|
31,492 | $10,804,590 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
220,473 | $9,520,024 | |
| 6 | COF |
Capital One Financial Corp
|
13,448 | $2,697,937 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
18,000 | $637,740 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,089 | $417,639 |
All Filings in WU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,724 | 10,965 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $102,084 | 10,965 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $105,224 | 12,497 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $132,218 | 12,497 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $144,467 | 13,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $162,593 | 13,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $166,546 | 13,629 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $226,112 | 16,174 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $192,794 | 16,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,280 | 17,472 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $220,418 | 18,791 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $215,083 | 19,290 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $279,572 | 20,303 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $281,259 | 20,834 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $361,236 | 21,933 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $411,005 | 21,932 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $1,181,454 | 58,430 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,404,018 | 61,124 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,098,182 | 125,636 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,422,019 | 64,814 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,622,422 | 75,708 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,363,509 | 155,574 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,438,978 | 79,370 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||