Bogart Wealth LLC’s WEX WEX Stock Holding History

Bogart Wealth LLC’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	-15	Closed	-$2.3K	–	2095
2026 Q1	$2.3K	Buy	+15	New	+$2.35K	﹤0.01%	1241
2025 Q2	–	Sell	-3	Closed	-$471	–	1548
2025 Q1	$471	Buy	+3	New	+$494	﹤0.01%	1296

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

Bogart Wealth LLC's WEX Position: Q2 2026 in Review

Bogart Wealth LLC sold out of WEX (WEX) in Q2 2026, closing a stake of 15 shares — an estimated $2.3K sold.

Bogart Wealth LLC first reported a position in WEX in Q1 2025 and held it in 2 quarters. The position peaked at $2.3K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Bogart Wealth LLC reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 15 WEX shares in Q2 2026, an estimated $2.3K.
Bogart Wealth LLC first reported a position in WEX in Q1 2025 and held it in 2 quarters.
Bogart Wealth LLC's WEX position peaked at $2.3K in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.