CBIZ Investment Advisory Services’s WEX WEX Stock Holding History

CBIZ Investment Advisory Services’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
2025 Q3	–	Sell	-1	Closed	-$147	–	791
2025 Q2	$147	Buy	+1	New	+$134	﹤0.01%	703

Other funds holding WEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CBIZ Investment Advisory Services's WEX Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of WEX (WEX) in Q3 2025, closing a stake of 1 share — an estimated $147 sold.

CBIZ Investment Advisory Services first reported a position in WEX in Q2 2025 and held it in 1 quarter. The position peaked at $147 in Q2 2025. 391 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

CBIZ Investment Advisory Services reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 1 WEX share in Q3 2025, an estimated $147.
CBIZ Investment Advisory Services first reported a position in WEX in Q2 2025 and held it in 1 quarter.
CBIZ Investment Advisory Services's WEX position peaked at $147 in Q2 2025.
391 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.