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EverSource Wealth Advisors’s WEX WEX Stock Holding History

EverSource Wealth Advisors’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 		$52.3K Sell
371
-1,131
-75% -$168K ﹤0.01% 1755
2026
Q1 		$230K Buy
1,502
+415
+38% +$64.9K 0.01% 975
2025
Q4 		$162K Buy
1,087
+675
+164% +$102K 0.01% 1057
2025
Q3 		$64.9K Buy
412
+17
+4% +$2.81K ﹤0.01% 1519
2025
Q2 		$58K Buy
395
+387
+4,838% +$52K ﹤0.01% 1523
2025
Q1 		$1.26K Sell
8
-117
-94% -$19.3K ﹤0.01% 3146
2024
Q4 		$21.9K Buy
125
+110
+733% +$20.6K ﹤0.01% 1573
2024
Q3 		$3.15K Sell
15
-2
-12% -$373 ﹤0.01% 2403
2024
Q2 		$3.12K Sell
17
-1
-6% -$204 ﹤0.01% 2398
2024
Q1 		$3.8K Sell
18
-15
-45% -$3.23K ﹤0.01% 2172
2023
Q4 		$6.42K Buy
+33
New +$5.98K ﹤0.01% 1756

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

EverSource Wealth Advisors's WEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its WEX (WEX) stake by 75% in Q2 2026, selling an estimated $168K and leaving 371 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

EverSource Wealth Advisors first reported a position in WEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $230K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • EverSource Wealth Advisors held 371 shares of WEX worth $52.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,131 WEX shares in Q2 2026, an estimated $168K.
  • WEX made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1755 holding.
  • EverSource Wealth Advisors first reported a position in WEX in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's WEX position peaked at $230K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.