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Havemeyer Place’s WEX WEX Stock Holding History

Havemeyer Place’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 		– Sell
-2,115
Closed -$324K – 697
2026
Q1 		$324K Sell
2,115
-801
-27% -$125K 0.04% 435
2025
Q4 		$434K Buy
+2,916
New +$439K 0.09% 343

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

Havemeyer Place's WEX Position: Q2 2026 in Review

Havemeyer Place sold out of WEX (WEX) in Q2 2026, closing a stake of 2,115 shares — an estimated $324K sold.

Havemeyer Place first reported a position in WEX in Q4 2025 and held it in 2 quarters. The position peaked at $434K in Q4 2025. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Havemeyer Place reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Havemeyer Place sold 2,115 WEX shares in Q2 2026, an estimated $324K.
  • Havemeyer Place first reported a position in WEX in Q4 2025 and held it in 2 quarters.
  • Havemeyer Place's WEX position peaked at $434K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.