CAS
WEX icon

Coppell Advisory Solutions’s WEX WEX Stock Holding History

Coppell Advisory Solutions’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 		$413K Buy
+5,986
New +$887K 0.03% 328
2025
Q1 		– Sell
-22
Closed -$3.75K – 1870
2024
Q4 		$3.75K Hold
22
– – ﹤0.01% 1395
2024
Q3 		$4.6K Hold
22
– – ﹤0.01% 1276
2024
Q2 		$3.9K Buy
+22
New +$4.49K ﹤0.01% 1254
2023
Q4 		$28.2K Buy
+145
New +$26.3K 0.01% 639
2023
Q3 		– Sell
-259
Closed -$46.7K – 1573
2023
Q2 		$46.7K Buy
+259
New +$45.9K 0.01% 395

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

Coppell Advisory Solutions's WEX Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in WEX (WEX) in Q2 2026: 5,986 shares worth $413K. The stake represents 0.03% of the portfolio and ranks #328 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WEX as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in WEX in Q2 2023 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Coppell Advisory Solutions held 5,986 shares of WEX worth $413K as of Q2 2026.
  • WEX was a new Coppell Advisory Solutions position in Q2 2026.
  • WEX made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #328 holding.
  • Coppell Advisory Solutions first reported a position in WEX in Q2 2023 and has held it in 6 quarters since.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.