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Frazier Financial Advisors’s WEX WEX Stock Holding History

Frazier Financial 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 		$6.07K Hold
43
– – ﹤0.01% 471
2026
Q1 		$6.58K Hold
43
– – ﹤0.01% 476
2025
Q4 		$6.41K Hold
43
– – ﹤0.01% 436
2025
Q3 		$6.77K Hold
43
– – ﹤0.01% 412
2025
Q2 		$6.32K Hold
43
– – ﹤0.01% 422
2025
Q1 		$6.75K Hold
43
– – 0.01% 391
2024
Q4 		$7.34K Hold
43
– – 0.01% 394
2024
Q3 		$9.02K Hold
43
– – 0.01% 399
2024
Q2 		$7.62K Hold
43
– – 0.01% 491
2024
Q1 		$10.2K Hold
43
– – 0.01% 407
2023
Q4 		$8.37K Buy
+43
New +$7.8K 0.01% 394

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

Frazier Financial Advisors's WEX Position: Q2 2026 in Review

Frazier Financial Advisors held its WEX (WEX) position steady in Q2 2026 at 43 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Frazier Financial Advisors first reported a position in WEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2K in Q1 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Frazier Financial Advisors held 43 shares of WEX worth $6.07K as of Q2 2026.
  • Frazier Financial Advisors left its WEX share count unchanged in Q2 2026.
  • WEX made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #471 holding.
  • Frazier Financial Advisors first reported a position in WEX in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's WEX position peaked at $10.2K in Q1 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.