Clearstead Advisors’s WEX WEX Stock Holding History

Clearstead Advisors’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	$130K	Buy	849 +399	+89%	+$62.4K	﹤0.01%	1082
2025 Q4	$67K	Buy	450 +307	+215%	+$46.3K	﹤0.01%	1271
2025 Q3	$22.5K	Hold	143	–	–	﹤0.01%	1594
2025 Q2	$21K	Buy	+143	New	+$19.2K	﹤0.01%	1607
2025 Q1	–	Sell	-44	Closed	-$7.71K	–	2321
2024 Q4	$7.71K	Buy	44 +5	+13%	+$938	﹤0.01%	1640
2024 Q3	$8.18K	Sell	39 -28	-42%	-$5.22K	﹤0.01%	1621
2024 Q2	$11.9K	Buy	+67	New	+$13.7K	﹤0.01%	1515
2023 Q4	–	Sell	-587	Closed	-$110K	–	1652
2023 Q3	$110K	Buy	+587	New	+$113K	﹤0.01%	703
2022 Q3	–	Sell	-700	Closed	-$109K	–	1376
2022 Q2	$109K	Sell	700 -2,749	-80%	-$450K	0.01%	487
2022 Q1	$615K	Buy	3,449 +2,749	+393%	+$448K	0.04%	236
2021 Q4	$98K	Hold	700	–	–	0.01%	531
2021 Q3	$123K	Hold	700	–	–	0.01%	443
2021 Q2	$136K	Hold	700	–	–	0.01%	405
2021 Q1	$146K	Hold	700	–	–	0.01%	373
2020 Q4	$142K	Buy	+700	New	+$118K	0.01%	360

Other funds holding WEX

Janus Henderson Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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

Boston Partners

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

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