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Chicago Partners Investment Group’s WEX WEX Stock Holding History

Chicago Partners Investment Group’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 		$318K Sell
1,852
-2,979
-62% -$441K 0.01% 1215
2026
Q1 		$893K Buy
4,831
+2,336
+94% +$365K 0.02% 591
2025
Q4 		$399K Buy
+2,495
New +$376K 0.01% 893

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 $3.38T AUM 44.17% 1-Year Est. Return

Chicago Partners Investment Group's WEX Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its WEX (WEX) stake by 62% in Q2 2026, selling an estimated $441K and leaving 1,852 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #1215.

Chicago Partners Investment Group first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $893K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Chicago Partners Investment Group held 1,852 shares of WEX worth $318K as of Q2 2026.
  • Chicago Partners Investment Group sold 2,979 WEX shares in Q2 2026, an estimated $441K.
  • WEX made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1215 holding.
  • Chicago Partners Investment Group first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Chicago Partners Investment Group's WEX position peaked at $893K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.