Corient Private Wealth
WEX icon

Corient Private Wealth’s WEX WEX Stock Holding History

Corient Private Wealth’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 		$2.15M Sell
14,251
-31,288
-69% -$4.89M ﹤0.01% 1230
2025
Q4 		$2.77M Buy
45,539
+37,051
+437% +$5.58M ﹤0.01% 1356
2025
Q3 		$1.34M Sell
8,488
-21
-0.2% -$3.47K ﹤0.01% 1275
2025
Q2 		$1.25M Sell
8,509
-440
-5% -$59.1K ﹤0.01% 1259
2025
Q1 		$1.41M Sell
8,949
-131
-1% -$21.6K ﹤0.01% 1127
2024
Q4 		$1.59M Sell
9,080
-1,731
-16% -$325K ﹤0.01% 1089
2024
Q3 		$2.27M Buy
10,811
+650
+6% +$121K ﹤0.01% 1038
2024
Q2 		$1.8M Sell
10,161
-878
-8% -$179K ﹤0.01% 1070
2024
Q1 		$2.62M Buy
11,039
+881
+9% +$190K ﹤0.01% 912
2023
Q4 		$1.98M Buy
10,158
+409
+4% +$74.2K ﹤0.01% 1006
2023
Q3 		$1.83M Sell
9,749
-12
-0.1% -$2.32K ﹤0.01% 951
2023
Q2 		$1.78M Sell
9,761
-1,998
-17% -$354K ﹤0.01% 939
2023
Q1 		$2.16M Buy
11,759
+759
+7% +$138K 0.01% 819
2022
Q4 		$1.8M Buy
+11,000
New +$1.71M 0.01% 736

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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