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Activest Wealth Management’s WEX WEX Stock Holding History

Activest Wealth Management’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 		$4.09K Sell
29
-125
-81% -$18.5K ﹤0.01% 742
2026
Q1 		$23.6K Buy
154
+3
+2% +$469 ﹤0.01% 482
2025
Q4 		$22.5K Buy
+151
New +$22.8K ﹤0.01% 481
2021
Q4 		– Sell
-54
Closed -$10K – 420
2021
Q3 		$10K Buy
+54
New +$9.84K 0.01% 230

Other funds holding WEX

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Activest Wealth Management's WEX Position: Q2 2026 in Review

Activest Wealth Management reduced its WEX (WEX) stake by 81% in Q2 2026, selling an estimated $18.5K and leaving 29 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Activest Wealth Management first reported a position in WEX in Q3 2021 and has held it in 4 quarters since. The position peaked at $23.6K in Q1 2026. 91 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Activest Wealth Management held 29 shares of WEX worth $4.09K as of Q2 2026.
  • Activest Wealth Management sold 125 WEX shares in Q2 2026, an estimated $18.5K.
  • WEX made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #742 holding.
  • Activest Wealth Management first reported a position in WEX in Q3 2021 and has held it in 4 quarters since.
  • Activest Wealth Management's WEX position peaked at $23.6K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.