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GHP Investment Advisors’s WEX WEX Stock Holding History

GHP Investment 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 		$1.09M Sell
7,697
-185
-2% -$27.4K 0.04% 278
2026
Q1 		$1.21M Sell
7,882
-443
-5% -$69.2K 0.05% 265
2025
Q4 		$1.24M Sell
8,325
-51
-0.6% -$7.68K 0.05% 266
2025
Q3 		$1.32M Sell
8,376
-35
-0.4% -$5.79K 0.06% 257
2025
Q2 		$1.24M Sell
8,411
-1,174
-12% -$158K 0.05% 255
2025
Q1 		$1.51M Sell
9,585
-771
-7% -$127K 0.07% 240
2024
Q4 		$1.82M Sell
10,356
-225
-2% -$42.2K 0.08% 234
2024
Q3 		$2.22M Sell
10,581
-185
-2% -$34.5K 0.1% 219
2024
Q2 		$1.91M Sell
10,766
-862
-7% -$176K 0.1% 227
2024
Q1 		$2.76M Sell
11,628
-345
-3% -$74.2K 0.14% 204
2023
Q4 		$2.33M Sell
11,973
-1,166
-9% -$211K 0.13% 210
2023
Q3 		$2.48M Sell
13,139
-423
-3% -$81.7K 0.15% 193
2023
Q2 		$2.61M Sell
13,562
-44
-0.3% -$7.79K 0.15% 196
2023
Q1 		$2.5M Sell
13,606
-35
-0.3% -$6.38K 0.16% 193
2022
Q4 		$2.23M Buy
13,641
+29
+0.2% +$4.51K 0.15% 196
2022
Q3 		$1.73M Sell
13,612
-126
-0.9% -$19.8K 0.13% 212
2022
Q2 		$2.14M Sell
13,738
-252
-2% -$41.3K 0.16% 198
2022
Q1 		$2.5M Buy
+13,990
New +$2.28M 0.16% 188

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

GHP Investment Advisors's WEX Position: Q2 2026 in Review

GHP Investment Advisors reduced its WEX (WEX) stake by 2.3% in Q2 2026, selling an estimated $27.4K and leaving 7,697 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #278.

GHP Investment Advisors first reported a position in WEX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.76M in Q1 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • GHP Investment Advisors held 7,697 shares of WEX worth $1.09M as of Q2 2026.
  • GHP Investment Advisors sold 185 WEX shares in Q2 2026, an estimated $27.4K.
  • WEX made up 0.04% of GHP Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • GHP Investment Advisors first reported a position in WEX in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's WEX position peaked at $2.76M in Q1 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.