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 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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return