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Capital Analysts LLC’s WEX WEX Stock Holding History

Capital Analysts 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
-10
Closed -$2K – 1604
2026
Q1 		$2K Sell
10
-5
-33% -$782 ﹤0.01% 1474
2025
Q4 		$2K Hold
15
– – ﹤0.01% 1429
2025
Q3 		$2K Hold
15
– – ﹤0.01% 1388
2025
Q2 		$2K Hold
15
– – ﹤0.01% 1329
2025
Q1 		$2K Hold
15
– – ﹤0.01% 1320
2024
Q4 		$3K Hold
15
– – ﹤0.01% 1213
2024
Q3 		$3K Buy
+15
New +$2.8K ﹤0.01% 1199

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

Capital Analysts LLC's WEX Position: Q2 2026 in Review

Capital Analysts LLC sold out of WEX (WEX) in Q2 2026, closing a stake of 10 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in WEX in Q3 2024 and held it in 7 quarters. The position peaked at $3K in Q4 2024. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Capital Analysts LLC reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 10 WEX shares in Q2 2026, an estimated $2K.
  • Capital Analysts LLC first reported a position in WEX in Q3 2024 and held it in 7 quarters.
  • Capital Analysts LLC's WEX position peaked at $3K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.