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 Q1	–	Sell	-24	Closed	-$3.58K	–	791
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	–	1157
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

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