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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
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 		$9.74K Sell
41
-71
-63% -$15.3K ﹤0.01% 1453
2023
Q4 		$20K Buy
112
+53
+90% +$9.61K ﹤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

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

Blue Trust Inc's WEX Position: Q2 2026 in Review

Blue Trust Inc reduced its WEX (WEX) stake by 5.6% in Q2 2026, selling an estimated $22.7K and leaving 2,587 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Blue Trust Inc first reported a position in WEX in Q2 2022 and has held it in 17 quarters since. The position peaked at $447K in Q3 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Blue Trust Inc held 2,587 shares of WEX worth $365K as of Q2 2026.
  • Blue Trust Inc sold 153 WEX shares in Q2 2026, an estimated $22.7K.
  • WEX made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #578 holding.
  • Blue Trust Inc first reported a position in WEX in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's WEX position peaked at $447K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.