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HFM Investment Advisors’s WEX WEX Stock Holding History

HFM 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 		$988 Buy
7
+5
+250% +$741 ﹤0.01% 741
2026
Q1 		$306 Hold
2
– – ﹤0.01% 856
2025
Q4 		$298 Sell
2
-1
-33% -$151 ﹤0.01% 897
2025
Q3 		$473 Hold
3
– – ﹤0.01% 682
2025
Q2 		$441 Buy
+3
New +$403 ﹤0.01% 697

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

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

HFM Investment Advisors increased its WEX (WEX) stake by 250% in Q2 2026, buying an estimated $741 and bringing the position to 7 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #741.

HFM Investment Advisors first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • HFM Investment Advisors held 7 shares of WEX worth $988 as of Q2 2026.
  • HFM Investment Advisors bought 5 WEX shares in Q2 2026, an estimated $741.
  • WEX made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #741 holding.
  • HFM Investment Advisors first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.