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Beverly Hills Private Wealth’s WEX WEX Stock Holding History

Beverly Hills Private Wealth’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
-1,382
Closed -$212K – 366
2026
Q1 		$212K Buy
+1,382
New +$216K 0.04% 320
2025
Q4 		– Sell
-1,415
Closed -$223K – 358
2025
Q3 		$223K Sell
1,415
-201
-12% -$33.2K 0.04% 310
2025
Q2 		$237K Sell
1,616
-12,779
-89% -$1.72M 0.04% 305
2025
Q1 		$2.26M Buy
14,395
+12,653
+726% +$2.08M 0.45% 64
2024
Q4 		$305K Sell
1,742
-183
-10% -$34.3K 0.06% 253
2024
Q3 		$404K Buy
+1,925
New +$359K 0.08% 215

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

Beverly Hills Private Wealth's WEX Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of WEX (WEX) in Q2 2026, closing a stake of 1,382 shares — an estimated $212K sold.

Beverly Hills Private Wealth first reported a position in WEX in Q3 2024 and held it in 6 quarters. The position peaked at $2.26M in Q1 2025. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,382 WEX shares in Q2 2026, an estimated $212K.
  • Beverly Hills Private Wealth first reported a position in WEX in Q3 2024 and held it in 6 quarters.
  • Beverly Hills Private Wealth's WEX position peaked at $2.26M in Q1 2025.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.