CVA Family Office’s WEX WEX Stock Holding History

CVA Family Office’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	$7.34K	Buy	52 +10	+24%	+$1.48K	﹤0.01%	1129
2026 Q1	$6.43K	Buy	+42	New	+$6.57K	﹤0.01%	1144
2025 Q2	–	Sell	-3	Closed	-$471	–	1462
2025 Q1	$471	Buy	+3	New	+$494	﹤0.01%	1308
2023 Q2	–	Sell	-5	Closed	-$919	–	1074
2023 Q1	$919	Buy	+5	New	+$911	﹤0.01%	909
2022 Q4	–	Sell	-250	Closed	-$32K	–	1013
2022 Q3	$32K	Hold	250	–	–	0.01%	457
2022 Q2	$39K	Sell	250 -30	-11%	-$4.91K	0.01%	419
2022 Q1	$50K	Buy	280 +55	+24%	+$8.97K	0.01%	403
2021 Q4	$32K	Buy	+225	New	+$34.4K	0.01%	444
2021 Q2	–	Sell	-15	Closed	-$3K	–	986
2021 Q1	$3K	Buy	+15	New	+$3.17K	﹤0.01%	691

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CVA Family Office's WEX Position: Q2 2026 in Review

CVA Family Office increased its WEX (WEX) stake by 24% in Q2 2026, buying an estimated $1.48K and bringing the position to 52 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

CVA Family Office first reported a position in WEX in Q1 2021 and has held it in 9 quarters since. The position peaked at $50K in Q1 2022. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

CVA Family Office held 52 shares of WEX worth $7.34K as of Q2 2026.
CVA Family Office bought 10 WEX shares in Q2 2026, an estimated $1.48K.
WEX made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1129 holding.
CVA Family Office first reported a position in WEX in Q1 2021 and has held it in 9 quarters since.
CVA Family Office's WEX position peaked at $50K in Q1 2022.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.