Focus Partners Wealth
WEX icon

Focus Partners Wealth’s WEX WEX Stock Holding History

Focus Partners 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
-14,013
Closed -$2.19M – 2978
2026
Q1 		$2.19M Buy
14,013
+9,558
+215% +$1.49M ﹤0.01% 1282
2025
Q4 		$664K Buy
4,455
+2,204
+98% +$332K ﹤0.01% 1826
2025
Q3 		$354K Sell
2,251
-349
-13% -$57.7K ﹤0.01% 1768
2025
Q2 		$382K Sell
2,600
-1,135
-30% -$152K ﹤0.01% 1568
2025
Q1 		$586K Sell
3,735
-1,108
-23% -$182K ﹤0.01% 1279
2024
Q4 		$849K Sell
4,843
-327,820
-99% -$61.5M ﹤0.01% 1113
2024
Q3 		$9.92M Buy
332,663
+329,137
+9,335% +$61.3M 0.03% 410
2024
Q2 		$625K Buy
+3,526
New +$719K ﹤0.01% 903

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

Focus Partners Wealth's WEX Position: Q2 2026 in Review

Focus Partners Wealth sold out of WEX (WEX) in Q2 2026, closing a stake of 14,013 shares — an estimated $2.19M sold.

Focus Partners Wealth first reported a position in WEX in Q2 2024 and held it in 8 quarters. The position peaked at $9.92M in Q3 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Focus Partners Wealth reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 14,013 WEX shares in Q2 2026, an estimated $2.19M.
  • Focus Partners Wealth first reported a position in WEX in Q2 2024 and held it in 8 quarters.
  • Focus Partners Wealth's WEX position peaked at $9.92M in Q3 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.