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Action Point Financial Planning’s WEX WEX Stock Holding History

Action Point Financial Planning’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 		$9.73K Buy
+73
New +$10.8K ﹤0.01% 1472

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Action Point Financial Planning's WEX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WEX (WEX) in Q2 2026: 73 shares worth $9.73K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings.

411 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Action Point Financial Planning held 73 shares of WEX worth $9.73K as of Q2 2026.
  • WEX was a new Action Point Financial Planning position in Q2 2026.
  • WEX made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1472 holding.
  • 411 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.