GRP
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Global Retirement Partners’s WEX WEX Stock Holding History

Global Retirement Partners’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 		$26K Buy
+184
New +$27.3K ﹤0.01% 2910
2025
Q4 		$26.7K Sell
179
-50
-22% -$7.53K ﹤0.01% 2742
2025
Q3 		$36.1K Buy
229
+3
+1% +$496 ﹤0.01% 2080
2025
Q2 		$33.2K Buy
+226
New +$30.4K ﹤0.01% 2004
2024
Q4 		$22.8K Sell
130
-76
-37% -$14.3K ﹤0.01% 2018
2024
Q3 		$43.2K Sell
206
-70
-25% -$13K ﹤0.01% 1624
2024
Q2 		$48.9K Buy
276
+83
+43% +$16.9K ﹤0.01% 1547
2024
Q1 		$45.8K Buy
193
+24
+14% +$5.17K ﹤0.01% 1452
2023
Q4 		$33.5K Sell
169
-57
-25% -$10.3K ﹤0.01% 1532
2023
Q3 		$41.1K Buy
226
+13
+6% +$2.51K ﹤0.01% 1359
2023
Q2 		$38.8K Hold
213
– – ﹤0.01% 1390
2023
Q1 		$35.6K Buy
213
+62
+41% +$11.3K ﹤0.01% 1384
2022
Q4 		$24.7K Buy
151
+2
+1% +$311 ﹤0.01% 1396
2022
Q3 		$24K Buy
149
+84
+129% +$13.2K ﹤0.01% 1327
2022
Q2 		$10K Buy
65
+59
+983% +$9.66K ﹤0.01% 1657
2022
Q1 		$1K Buy
+6
New +$978 ﹤0.01% 2554
2020
Q1 		– Sell
-3
Closed -$1K – 1699
2019
Q4 		$1K Hold
3
– – ﹤0.01% 1575
2019
Q3 		$1K Hold
3
– – ﹤0.01% 1558
2019
Q2 		$1K Buy
+3
New +$604 ﹤0.01% 1553
2017
Q2 		– Sell
-26
Closed -$3K – 1180
2017
Q1 		$3K Hold
26
– – ﹤0.01% 997
2016
Q4 		$3K Buy
+26
New +$2.81K ﹤0.01% 930

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

Global Retirement Partners's WEX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WEX (WEX) in Q2 2026: 184 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #2910 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WEX as recently as Q4 2025.

Global Retirement Partners first reported a position in WEX in Q4 2016 and has held it in 21 quarters since. The position peaked at $48.9K in Q2 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Global Retirement Partners held 184 shares of WEX worth $26K as of Q2 2026.
  • WEX was a new Global Retirement Partners position in Q2 2026.
  • WEX made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2910 holding.
  • Global Retirement Partners first reported a position in WEX in Q4 2016 and has held it in 21 quarters since.
  • Global Retirement Partners's WEX position peaked at $48.9K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.