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Cornerstone Planning Group’s WEX WEX Stock Holding History

Cornerstone Planning Group’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 		$778 Sell
5
-6
-55% -$889 ﹤0.01% 1563
2026
Q1 		$1.62K Buy
11
+4
+57% +$625 ﹤0.01% 1342
2025
Q4 		$1.08K Buy
+7
New +$1.05K ﹤0.01% 1325

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 Planning Group's WEX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its WEX (WEX) stake by 55% in Q2 2026, selling an estimated $889 and leaving 5 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Cornerstone Planning Group first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Cornerstone Planning Group held 5 shares of WEX worth $778 as of Q2 2026.
  • Cornerstone Planning Group sold 6 WEX shares in Q2 2026, an estimated $889.
  • WEX made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1563 holding.
  • Cornerstone Planning Group first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's WEX position peaked at $1.62K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.