1620 Investment Advisors’s WEX WEX Stock Holding History

1620 Investment Advisors’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$459	–	702
2026 Q1	$459	Hold	3	–	–	﹤0.01%	640
2025 Q4	$447	Hold	3	–	–	﹤0.01%	628
2025 Q3	$473	Sell	3 -15	-83%	-$2.48K	﹤0.01%	624
2025 Q2	$2.64K	Sell	18 -139	-89%	-$18.7K	﹤0.01%	582
2025 Q1	$24.7K	Sell	157 -23	-13%	-$3.79K	0.02%	363
2024 Q4	$31.6K	Sell	180 -8	-4%	-$1.5K	0.02%	339
2024 Q3	$39.4K	Sell	188 -263	-58%	-$49K	0.03%	332
2024 Q2	$79.9K	Buy	+451	New	+$92K	0.06%	242

Other funds holding WEX

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

1620 Investment Advisors's WEX Position: Q2 2026 in Review

1620 Investment Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 3 shares — an estimated $459 sold.

1620 Investment Advisors first reported a position in WEX in Q2 2024 and held it in 8 quarters. The position peaked at $79.9K in Q2 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

1620 Investment Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
1620 Investment Advisors sold 3 WEX shares in Q2 2026, an estimated $459.
1620 Investment Advisors first reported a position in WEX in Q2 2024 and held it in 8 quarters.
1620 Investment Advisors's WEX position peaked at $79.9K in Q2 2024.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.