Bell Investment Advisors’s WEX WEX Stock Holding History

Bell Investment 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	$1.13K	Hold	8	–	–	﹤0.01%	1502
2026 Q1	$1.23K	Hold	8	–	–	﹤0.01%	1492
2025 Q4	$1.19K	Hold	8	–	–	﹤0.01%	1499
2025 Q3	$1.26K	Hold	8	–	–	﹤0.01%	1499
2025 Q2	$1.18K	Sell	8 -22	-73%	-$2.96K	﹤0.01%	1540
2025 Q1	$4.71K	Hold	30	–	–	﹤0.01%	939
2024 Q4	$5.26K	Hold	30	–	–	﹤0.01%	909
2024 Q3	$6.29K	Hold	30	–	–	﹤0.01%	816
2024 Q2	$5.32K	Buy	30 +10	+50%	+$2.04K	﹤0.01%	892
2024 Q1	$4.75K	Hold	20	–	–	﹤0.01%	951
2023 Q4	$3.89K	Sell	20 -4	-17%	-$725	﹤0.01%	1003
2023 Q3	$4.51K	Sell	24 -4	-14%	-$772	﹤0.01%	864
2023 Q2	$5.1K	Hold	28	–	–	﹤0.01%	813
2023 Q1	$5.15K	Hold	28	–	–	﹤0.01%	773
2022 Q4	$4.58K	Sell	28 -3	-10%	-$467	﹤0.01%	858
2022 Q3	$4K	Buy	31 +4	+15%	+$629	﹤0.01%	849
2022 Q2	$4K	Buy	+27	New	+$4.42K	﹤0.01%	865
2021 Q4	$4K	Buy	30 +9	+43%	+$1.38K	﹤0.01%	913
2021 Q3	$4K	Buy	+21	New	+$3.83K	﹤0.01%	844

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's WEX Position: Q2 2026 in Review

Bell Investment Advisors held its WEX (WEX) position steady in Q2 2026 at 8 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Bell Investment Advisors first reported a position in WEX in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.29K in Q3 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Bell Investment Advisors held 8 shares of WEX worth $1.13K as of Q2 2026.
Bell Investment Advisors left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1502 holding.
Bell Investment Advisors first reported a position in WEX in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's WEX position peaked at $6.29K in Q3 2024.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.