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Apollon Wealth Management’s WEX WEX Stock Holding History

Apollon 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
2025
Q2 		– Sell
-2,006
Closed -$315K – 1330
2025
Q1 		$315K Sell
2,006
-48
-2% -$7.9K 0.01% 943
2024
Q4 		$360K Buy
2,054
+13
+0.6% +$2.44K 0.01% 875
2024
Q3 		$428K Sell
2,041
-13
-0.6% -$2.42K 0.01% 783
2024
Q2 		$364K Buy
2,054
+185
+10% +$37.7K 0.01% 791
2024
Q1 		$444K Sell
1,869
-46
-2% -$9.9K 0.01% 738
2023
Q4 		$373K Buy
1,915
+21
+1% +$3.81K 0.01% 763
2023
Q3 		$356K Sell
1,894
-93
-5% -$18K 0.02% 644
2023
Q2 		$362K Buy
1,987
+45
+2% +$7.97K 0.02% 691
2023
Q1 		$357K Buy
1,942
+138
+8% +$25.1K 0.02% 629
2022
Q4 		$295K Buy
1,804
+6
+0.3% +$934 0.02% 667
2022
Q3 		$228K Buy
1,798
+247
+16% +$38.8K 0.02% 688
2022
Q2 		$241K Sell
1,551
-1,263
-45% -$207K 0.02% 629
2022
Q1 		$502K Buy
2,814
+379
+16% +$61.8K 0.04% 463
2021
Q4 		$342K Buy
+2,435
New +$372K 0.03% 553

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Apollon Wealth Management's WEX Position: Q2 2025 in Review

Apollon Wealth Management sold out of WEX (WEX) in Q2 2025, closing a stake of 2,006 shares — an estimated $315K sold.

Apollon Wealth Management first reported a position in WEX in Q4 2021 and held it in 14 quarters. The position peaked at $502K in Q1 2022. 386 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

  • Apollon Wealth Management reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 2,006 WEX shares in Q2 2025, an estimated $315K.
  • Apollon Wealth Management first reported a position in WEX in Q4 2021 and held it in 14 quarters.
  • Apollon Wealth Management's WEX position peaked at $502K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.