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Atria Investments’s WEX WEX Stock Holding History

Atria Investments’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 		$1.17M Buy
8,275
+2,528
+44% +$375K 0.01% 1029
2026
Q1 		$880K Buy
5,747
+68
+1% +$10.6K 0.01% 1133
2025
Q4 		$846K Sell
5,679
-111
-2% -$16.7K 0.01% 1161
2025
Q3 		$912K Sell
5,790
-485
-8% -$80.2K 0.01% 1098
2025
Q2 		$922K Buy
6,275
+759
+14% +$102K 0.01% 1080
2025
Q1 		$866K Buy
5,516
+776
+16% +$128K 0.01% 1063
2024
Q4 		$831K Sell
4,740
-1,788
-27% -$335K 0.01% 1078
2024
Q3 		$1.37M Buy
6,528
+4,850
+289% +$904K 0.02% 830
2024
Q2 		$297K Buy
+1,678
New +$342K ﹤0.01% 1591

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

Atria Investments's WEX Position: Q2 2026 in Review

Atria Investments increased its WEX (WEX) stake by 44% in Q2 2026, buying an estimated $375K and bringing the position to 8,275 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1029.

Atria Investments first reported a position in WEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Atria Investments held 8,275 shares of WEX worth $1.17M as of Q2 2026.
  • Atria Investments bought 2,528 WEX shares in Q2 2026, an estimated $375K.
  • WEX made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1029 holding.
  • Atria Investments first reported a position in WEX in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's WEX position peaked at $1.37M in Q3 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.