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DiNuzzo Private Wealth’s WEX WEX Stock Holding History

DiNuzzo Private 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 		$847 Hold
6
– – ﹤0.01% 952
2026
Q1 		$919 Hold
6
– – ﹤0.01% 892
2025
Q4 		$894 Sell
6
-1
-14% -$151 ﹤0.01% 910
2025
Q3 		$1.2K Sell
7
-1
-13% -$165 ﹤0.01% 810
2025
Q2 		$1.18K Buy
8
+2
+33% +$269 ﹤0.01% 802
2025
Q1 		$943 Hold
6
– – ﹤0.01% 846
2024
Q4 		$1.05K Hold
6
– – ﹤0.01% 830
2024
Q3 		$1.26K Hold
6
– – ﹤0.01% 777
2024
Q2 		$1.06K Buy
6
+1
+20% +$204 ﹤0.01% 774
2024
Q1 		$1.19K Hold
5
– – ﹤0.01% 670
2023
Q4 		$973 Buy
+5
New +$907 ﹤0.01% 712

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

DiNuzzo Private Wealth's WEX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its WEX (WEX) position steady in Q2 2026 at 6 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #952.

DiNuzzo Private Wealth first reported a position in WEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26K in Q3 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • DiNuzzo Private Wealth held 6 shares of WEX worth $847 as of Q2 2026.
  • DiNuzzo Private Wealth left its WEX share count unchanged in Q2 2026.
  • WEX made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #952 holding.
  • DiNuzzo Private Wealth first reported a position in WEX in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's WEX position peaked at $1.26K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.