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Curio Wealth’s WEX WEX Stock Holding History

Curio 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
Q2 		– Sell
-1
Closed -$153 – 1154
2026
Q1 		$153 Buy
+1
New +$156 ﹤0.01% 870

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

Curio Wealth's WEX Position: Q2 2026 in Review

Curio Wealth sold out of WEX (WEX) in Q2 2026, closing a stake of 1 share — an estimated $153 sold.

Curio Wealth first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $153 in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Curio Wealth reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 WEX share in Q2 2026, an estimated $153.
  • Curio Wealth first reported a position in WEX in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's WEX position peaked at $153 in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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