BCWM
WEX icon

Bartlett & Co Wealth Management’s WEX WEX Stock Holding History

Bartlett & Co 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
Q3 		– Sell
-17
Closed -$2.5K – 1281
2025
Q2 		$2.5K Buy
+17
New +$2.28K ﹤0.01% 1076
2023
Q3 		– Sell
-250
Closed -$45.5K – 1206
2023
Q2 		$45.5K Hold
250
– – ﹤0.01% 688
2023
Q1 		$46K Buy
+250
New +$45.5K ﹤0.01% 582

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bartlett & Co Wealth Management's WEX Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of WEX (WEX) in Q3 2025, closing a stake of 17 shares — an estimated $2.5K sold.

Bartlett & Co Wealth Management first reported a position in WEX in Q1 2023 and held it in 3 quarters. The position peaked at $46K in Q1 2023. 391 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 17 WEX shares in Q3 2025, an estimated $2.5K.
  • Bartlett & Co Wealth Management first reported a position in WEX in Q1 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's WEX position peaked at $46K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.