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Harbour Investments’s WEX WEX Stock Holding History

Harbour Investments’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 		$282 Buy
2
+1
+100% +$148 ﹤0.01% 4489
2026
Q1 		$153 Sell
1
-19
-95% -$2.97K ﹤0.01% 4470
2025
Q4 		$2.98K Buy
20
+8
+67% +$1.21K ﹤0.01% 3196
2025
Q3 		$1.89K Hold
12
– – ﹤0.01% 3291
2025
Q2 		$1.76K Buy
+12
New +$1.61K ﹤0.01% 3164
2024
Q2 		– Sell
-9
Closed -$2.14K – 3380
2024
Q1 		$2.14K Sell
9
-2
-18% -$430 ﹤0.01% 2767
2023
Q4 		$2.14K Buy
+11
New +$2K ﹤0.01% 2677
2021
Q4 		– Sell
-165
Closed -$29K – 3715
2021
Q3 		$29K Hold
165
– – ﹤0.01% 2103
2021
Q2 		$32K Hold
165
– – ﹤0.01% 2068
2021
Q1 		$35K Buy
+165
New +$34.8K ﹤0.01% 1888

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

Harbour Investments's WEX Position: Q2 2026 in Review

Harbour Investments increased its WEX (WEX) stake by 100% in Q2 2026, buying an estimated $148 and bringing the position to 2 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

Harbour Investments first reported a position in WEX in Q1 2021 and has held it in 10 quarters since. The position peaked at $35K in Q1 2021. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Harbour Investments held 2 shares of WEX worth $282 as of Q2 2026.
  • Harbour Investments bought 1 WEX share in Q2 2026, an estimated $148.
  • WEX made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4489 holding.
  • Harbour Investments first reported a position in WEX in Q1 2021 and has held it in 10 quarters since.
  • Harbour Investments's WEX position peaked at $35K in Q1 2021.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.