Advisory Services Network’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,258
| Closed | -$193K | – | 4589 |
|
|
2026
Q1 | $193K | Buy |
+1,258
| New | +$197K | ﹤0.01% | 1839 |
|
|
2025
Q4 | – | Sell |
-956
| Closed | -$151K | – | 4214 |
|
|
2025
Q3 | $151K | Buy |
+956
| New | +$158K | ﹤0.01% | 1843 |
|
|
2024
Q4 | – | Sell |
-2,355
| Closed | -$417K | – | 1735 |
|
|
2024
Q3 | $417K | Hold |
2,355
| – | – | 0.01% | 1063 |
|
|
2024
Q2 | $417K | Buy |
2,355
+59
| +3% | +$12K | 0.01% | 1063 |
|
|
2024
Q1 | $545K | Buy |
2,296
+1,855
| +421% | +$399K | 0.01% | 925 |
|
|
2023
Q4 | $85.8K | Buy |
+441
| New | +$80K | ﹤0.01% | 1730 |
|
|
2023
Q2 | – | Sell |
-452
| Closed | -$83.1K | – | 3637 |
|
|
2023
Q1 | $83.1K | Hold |
452
| – | – | ﹤0.01% | 1747 |
|
|
2022
Q4 | $74K | Buy |
+452
| New | +$70.4K | ﹤0.01% | 1765 |
|
|
2021
Q3 | – | Sell |
-1,362
| Closed | -$264K | – | 3211 |
|
|
2021
Q2 | $264K | Buy |
+1,362
| New | +$279K | 0.01% | 1152 |
|
|
2021
Q1 | – | Sell |
-443
| Closed | -$90K | – | 2937 |
|
|
2020
Q4 | $90K | Sell |
443
-52
| -11% | -$8.75K | ﹤0.01% | 1377 |
|
|
2020
Q3 | $69K | Buy |
+495
| New | +$77.6K | ﹤0.01% | 1427 |
|
|
2020
Q2 | – | Sell |
-503
| Closed | -$52K | – | 2729 |
|
|
2020
Q1 | $52K | Sell |
503
-27
| -5% | -$5.04K | ﹤0.01% | 1368 |
|
|
2019
Q4 | $111K | Buy |
530
+1
| +0.2% | +$201 | 0.01% | 1120 |
|
|
2019
Q3 | $110K | Hold |
529
| – | – | 0.01% | 1032 |
|
|
2019
Q2 | $110K | Buy |
529
+124
| +31% | +$25K | 0.01% | 1030 |
|
|
2019
Q1 | $78K | Hold |
405
| – | – | 0.01% | 1081 |
|
|
2018
Q4 | $57K | Buy |
405
+179
| +79% | +$29.5K | 0.01% | 1090 |
|
|
2018
Q3 | $45K | Hold |
226
| – | – | ﹤0.01% | 1271 |
|
|
2018
Q2 | $45K | Sell |
226
-1,724
| -88% | -$301K | ﹤0.01% | 1257 |
|
|
2018
Q1 | $305K | Buy |
1,950
+465
| +31% | +$69.9K | 0.02% | 650 |
|
|
2017
Q4 | $210K | Buy |
1,485
+1,453
| +4,541% | +$182K | 0.02% | 760 |
|
|
2017
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 1996 |
|
|
2017
Q2 | $3K | Buy |
+32
| New | +$3.29K | ﹤0.01% | 2035 |
|
Other funds holding WEX
JT
PCM
IC
Advisory Services Network's WEX Position: Q2 2026 in Review
Advisory Services Network sold out of WEX (WEX) in Q2 2026, closing a stake of 1,258 shares — an estimated $193K sold.
Advisory Services Network first reported a position in WEX in Q2 2017 and held it in 23 quarters. The position peaked at $545K in Q1 2024. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.
- Advisory Services Network reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
- Advisory Services Network sold 1,258 WEX shares in Q2 2026, an estimated $193K.
- Advisory Services Network first reported a position in WEX in Q2 2017 and held it in 23 quarters.
- Advisory Services Network's WEX position peaked at $545K in Q1 2024.
- 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.