Blue Trust Inc
WEX icon

Blue Trust Inc’s WEX WEX Stock Holding History

Blue Trust Inc’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
Q3 		$404K Sell
2,396
-191
-7% -$34.6K ﹤0.01% 548
2026
Q2 		$365K Sell
2,587
-153
-6% -$22.7K ﹤0.01% 578
2026
Q1 		$419K Buy
2,740
+625
+30% +$97.7K ﹤0.01% 534
2025
Q4 		$315K Sell
2,115
-723
-25% -$109K ﹤0.01% 637
2025
Q3 		$447K Buy
2,838
+275
+11% +$45.5K 0.01% 529
2025
Q2 		$376K Buy
2,563
+143
+6% +$19.2K ﹤0.01% 551
2025
Q1 		$380K Buy
2,420
+995
+70% +$164K ﹤0.01% 486
2024
Q4 		$250K Buy
1,425
+1,007
+241% +$189K ﹤0.01% 572
2024
Q3 		$74K Buy
418
+190
+83% +$35.4K ﹤0.01% 1386
2024
Q2 		$54.2K Buy
228
+187
+456% +$38.1K ﹤0.01% 1220
2024
Q1 		$9.7K Sell
41
-71
-63% -$15.3K ﹤0.01% 1453
2023
Q4 		$20K Buy
112
+53
+90% +$9.6K ﹤0.01% 1304
2023
Q3 		$11K Buy
59
+36
+157% +$6.95K ﹤0.01% 1396
2023
Q2 		$4K Sell
23
-94
-80% -$16.6K ﹤0.01% 1630
2023
Q1 		$19K Buy
117
+17
+17% +$3.1K ﹤0.01% 1386
2022
Q4 		$13K Buy
100
+39
+64% +$6.07K ﹤0.01% 1461
2022
Q3 		$9K Buy
61
+57
+1,425% +$8.96K ﹤0.01% 1395
2022
Q2 		$1K Buy
+4
New +$655 ﹤0.01% 1846

Other funds holding WEX

Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Blue Trust Inc's WEX Position: Q3 2026 in Review

Blue Trust Inc reduced its WEX (WEX) stake by 7.4% in Q3 2026, selling an estimated $34.6K and leaving 2,396 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Blue Trust Inc first reported a position in WEX in Q2 2022 and has held it in 18 quarters since. The position peaked at $447K in Q3 2025. 73 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Blue Trust Inc held 2,396 shares of WEX worth $404K as of Q3 2026.
  • Blue Trust Inc sold 191 WEX shares in Q3 2026, an estimated $34.6K.
  • WEX made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #548 holding.
  • Blue Trust Inc first reported a position in WEX in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's WEX position peaked at $447K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.