Fortitude Family Office’s WEX WEX Stock Holding History

Fortitude 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	$2.96K	Sell	21 -3	-13%	-$444	﹤0.01%	1314
2026 Q1	$3.67K	Buy	24 +16	+200%	+$2.5K	﹤0.01%	1037
2025 Q4	$1.19K	Sell	8 -2	-20%	-$301	﹤0.01%	1394
2025 Q3	$1.57K	Buy	10 +4	+67%	+$662	﹤0.01%	1354
2025 Q2	$881	Buy	+6	New	+$806	﹤0.01%	1577

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

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

Fortitude Family Office reduced its WEX (WEX) stake by 13% in Q2 2026, selling an estimated $444 and leaving 21 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Fortitude Family Office first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.67K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Fortitude Family Office held 21 shares of WEX worth $2.96K as of Q2 2026.
Fortitude Family Office sold 3 WEX shares in Q2 2026, an estimated $444.
WEX made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1314 holding.
Fortitude Family Office first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
Fortitude Family Office's WEX position peaked at $3.67K in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.