Boit C.F. David’s WEX WEX Stock Holding History

Boit C.F. David’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 Q1	–	Sell	-1,000	Closed	-$162K	–	119
2025 Q4	$162K	Hold	1,000	–	–	0.07%	88
2025 Q3	$158K	Sell	1,000 -1,000	-50%	-$165K	0.07%	89
2025 Q2	$294K	Hold	2,000	–	–	0.14%	78
2025 Q1	$314K	Sell	2,000 -340	-15%	-$56K	0.16%	74
2024 Q4	$410K	Hold	2,340	–	–	0.17%	69
2024 Q3	$482K	Hold	2,340	–	–	0.24%	63
2024 Q2	$415K	Buy	2,340 +600	+34%	+$122K	0.22%	66
2024 Q1	$364K	Hold	1,740	–	–	0.2%	66
2023 Q4	$338K	Buy	1,740 +200	+13%	+$36.3K	0.19%	69
2023 Q3	$288K	Hold	1,540	–	–	0.2%	62
2023 Q2	$280K	Hold	1,540	–	–	0.19%	66
2023 Q1	$288K	Hold	1,540	–	–	0.2%	63
2022 Q4	$252K	Hold	1,540	–	–	0.18%	66
2022 Q3	$195K	Buy	+1,540	New	+$242K	0.16%	66
2022 Q1	$272K	Sell	1,440 -500	-26%	-$81.5K	0.18%	66
2021 Q4	$272K	Buy	1,940 +200	+11%	+$30.6K	0.17%	68
2021 Q3	$317K	Buy	1,740 +500	+40%	+$91.1K	0.22%	64
2021 Q2	$240K	Buy	+1,240	New	+$254K	0.18%	61

Other funds holding WEX

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Boit C.F. David's WEX Position: Q1 2026 in Review

Boit C.F. David sold out of WEX (WEX) in Q1 2026, closing a stake of 1,000 shares — an estimated $162K sold.

Boit C.F. David first reported a position in WEX in Q2 2021 and held it in 18 quarters. The position peaked at $482K in Q3 2024. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

Boit C.F. David reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
Boit C.F. David sold 1,000 WEX shares in Q1 2026, an estimated $162K.
Boit C.F. David first reported a position in WEX in Q2 2021 and held it in 18 quarters.
Boit C.F. David's WEX position peaked at $482K in Q3 2024.
434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.