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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
Q2 		$123K Buy
875
+26
+3% +$3.85K ﹤0.01% 1228
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 – 2318
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
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

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

Clearstead Advisors's WEX Position: Q2 2026 in Review

Clearstead Advisors increased its WEX (WEX) stake by 3.1% in Q2 2026, buying an estimated $3.85K and bringing the position to 875 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Clearstead Advisors first reported a position in WEX in Q4 2020 and has held it in 15 quarters since. The position peaked at $615K in Q1 2022. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Clearstead Advisors held 875 shares of WEX worth $123K as of Q2 2026.
  • Clearstead Advisors bought 26 WEX shares in Q2 2026, an estimated $3.85K.
  • WEX made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1228 holding.
  • Clearstead Advisors first reported a position in WEX in Q4 2020 and has held it in 15 quarters since.
  • Clearstead Advisors's WEX position peaked at $615K in Q1 2022.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.