Concord Wealth Partners’s WEX WEX Stock Holding History

Concord Wealth Partners’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	$3.39K	Buy	+24	New	+$3.56K	﹤0.01%	703
2026 Q1	–	Sell	-24	Closed	-$3.58K	–	790
2025 Q4	$3.58K	Hold	24	–	–	﹤0.01%	654
2025 Q3	$3.78K	Hold	24	–	–	﹤0.01%	658
2025 Q2	$3.52K	Hold	24	–	–	﹤0.01%	675
2025 Q1	$3.77K	Hold	24	–	–	﹤0.01%	623
2024 Q4	$4.21K	Hold	24	–	–	﹤0.01%	624
2024 Q3	$5.03K	Hold	24	–	–	﹤0.01%	630
2024 Q2	$4.25K	Hold	24	–	–	﹤0.01%	588
2024 Q1	$5.7K	Hold	24	–	–	﹤0.01%	641
2023 Q4	$4.67K	Sell	24 -20	-45%	-$3.63K	﹤0.01%	643
2023 Q3	$8.28K	Hold	44	–	–	﹤0.01%	646
2023 Q2	$8.01K	Hold	44	–	–	﹤0.01%	639
2023 Q1	$8.09K	Buy	44 +24	+120%	+$4.37K	﹤0.01%	615
2022 Q4	$3.27K	Buy	+20	New	+$3.11K	﹤0.01%	851
2022 Q3	–	Sell	-20	Closed	-$3K	–	1156
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	974
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	988
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	1082
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	656
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	792
2021 Q1	$4K	Buy	+20	New	+$4.22K	﹤0.01%	738

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Concord Wealth Partners's WEX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in WEX (WEX) in Q2 2026: 24 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WEX as recently as Q4 2025.

Concord Wealth Partners first reported a position in WEX in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.28K in Q3 2023. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Concord Wealth Partners held 24 shares of WEX worth $3.39K as of Q2 2026.
WEX was a new Concord Wealth Partners position in Q2 2026.
WEX made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #703 holding.
Concord Wealth Partners first reported a position in WEX in Q1 2021 and has held it in 20 quarters since.
Concord Wealth Partners's WEX position peaked at $8.28K in Q3 2023.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.