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B.O.S.S. Retirement Advisors’s WEX WEX Stock Holding History

B.O.S.S. Retirement Advisors’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 		– Sell
-2,140
Closed -$328K – 192
2026
Q1 		$328K Hold
2,140
– – 0.1% 123
2025
Q4 		$319K Hold
2,140
– – 0.1% 127
2025
Q3 		$337K Hold
2,140
– – 0.08% 147
2025
Q2 		$314K Buy
+2,140
New +$287K 0.08% 145
2024
Q4 		– Sell
-1,065
Closed -$223K – 295
2024
Q3 		$223K Buy
+1,065
New +$198K 0.05% 196

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

B.O.S.S. Retirement Advisors's WEX Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 2,140 shares — an estimated $328K sold.

B.O.S.S. Retirement Advisors first reported a position in WEX in Q3 2024 and held it in 5 quarters. The position peaked at $337K in Q3 2025. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • B.O.S.S. Retirement Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 2,140 WEX shares in Q2 2026, an estimated $328K.
  • B.O.S.S. Retirement Advisors first reported a position in WEX in Q3 2024 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's WEX position peaked at $337K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.