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Cornerstone Investment Partners’s WEX WEX Stock Holding History

Cornerstone Investment 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 		– Sell
-2,784
Closed -$426K – 377
2026
Q1 		$426K Buy
2,784
+180
+7% +$28.1K 0.02% 83
2025
Q4 		$388K Sell
2,604
-1,419
-35% -$214K 0.02% 84
2025
Q3 		$634K Sell
4,023
-708
-15% -$117K 0.03% 55
2025
Q2 		$695K Buy
4,731
+26
+0.6% +$3.49K 0.03% 49
2025
Q1 		$739K Buy
4,705
+133
+3% +$21.9K 0.04% 41
2024
Q4 		$802K Buy
4,572
+144
+3% +$27K 0.04% 44
2024
Q3 		$929K Buy
4,428
+104
+2% +$19.4K 0.05% 38
2024
Q2 		$766K Buy
4,324
+1,074
+33% +$219K 0.04% 58
2024
Q1 		$772K Sell
3,250
-28
-0.9% -$6.03K 0.04% 55
2023
Q4 		$638K Buy
3,278
+263
+9% +$47.7K 0.04% 60
2023
Q3 		$567K Buy
3,015
+23
+0.8% +$4.44K 0.04% 63
2023
Q2 		$545K Buy
2,992
+12
+0.4% +$2.13K 0.03% 67
2023
Q1 		$548K Buy
2,980
+55
+2% +$10K 0.04% 66
2022
Q4 		$479K Buy
2,925
+545
+23% +$84.8K 0.03% 73
2022
Q3 		$302K Buy
2,380
+515
+28% +$81K 0.02% 100
2022
Q2 		$290K Buy
1,865
+420
+29% +$68.8K 0.02% 103
2022
Q1 		$258K Sell
1,445
-11
-0.8% -$1.79K 0.01% 149
2021
Q4 		$204K Buy
+1,456
New +$223K 0.01% 249

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

Cornerstone Investment Partners's WEX Position: Q2 2026 in Review

Cornerstone Investment Partners sold out of WEX (WEX) in Q2 2026, closing a stake of 2,784 shares — an estimated $426K sold.

Cornerstone Investment Partners first reported a position in WEX in Q4 2021 and held it in 18 quarters. The position peaked at $929K in Q3 2024. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Cornerstone Investment Partners reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Investment Partners sold 2,784 WEX shares in Q2 2026, an estimated $426K.
  • Cornerstone Investment Partners first reported a position in WEX in Q4 2021 and held it in 18 quarters.
  • Cornerstone Investment Partners's WEX position peaked at $929K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.