C
WEX icon

Covestor’s WEX WEX Stock Holding History

Covestor’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 		$19K Buy
135
+71
+111% +$10.5K 0.01% 1206
2026
Q1 		$10K Buy
64
+7
+12% +$1.09K 0.01% 1432
2025
Q4 		$9K Hold
57
– – ﹤0.01% 1662
2025
Q3 		$9K Sell
57
-33
-37% -$5.46K 0.01% 1695
2025
Q2 		$13K Buy
90
+32
+55% +$4.3K 0.01% 1434
2025
Q1 		$9K Sell
58
-68
-54% -$11.2K 0.01% 1591
2024
Q4 		$22K Sell
126
-151
-55% -$28.3K 0.01% 1163
2024
Q3 		$58K Buy
277
+89
+47% +$16.6K 0.04% 822
2024
Q2 		$33K Buy
188
+1
+0.5% +$204 0.02% 1024
2024
Q1 		$44K Buy
187
+131
+234% +$28.2K 0.03% 937
2023
Q4 		$11K Sell
56
-45
-45% -$8.16K 0.01% 1525
2023
Q3 		$19K Sell
101
-374
-79% -$72.2K 0.01% 1139
2023
Q2 		$87K Buy
475
+82
+21% +$14.5K 0.07% 525
2023
Q1 		$72K Buy
393
+90
+30% +$16.4K 0.06% 555
2022
Q4 		$50K Sell
303
-1
-0.3% -$156 0.04% 730
2022
Q3 		$39K Buy
304
+247
+433% +$38.8K 0.03% 793
2022
Q2 		$9K Hold
57
– – 0.01% 1268
2022
Q1 		$10K Buy
57
+25
+78% +$4.08K 0.01% 1327
2021
Q4 		$5K Buy
+32
New +$4.89K 0.01% 1353

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

Covestor's WEX Position: Q2 2026 in Review

Covestor increased its WEX (WEX) stake by 111% in Q2 2026, buying an estimated $10.5K and bringing the position to 135 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1206.

Covestor first reported a position in WEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $87K in Q2 2023. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Covestor held 135 shares of WEX worth $19K as of Q2 2026.
  • Covestor bought 71 WEX shares in Q2 2026, an estimated $10.5K.
  • WEX made up 0.01% of Covestor's portfolio in Q2 2026, its #1206 holding.
  • Covestor first reported a position in WEX in Q4 2021 and has held it in 19 quarters since.
  • Covestor's WEX position peaked at $87K in Q2 2023.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.