Horizon Investments’s WEX WEX Stock Holding History

Horizon 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	–	Sell	-4	Closed	-$612	–	1507
2026 Q1	$612	Buy	4 +2	+100%	+$313	﹤0.01%	1348
2025 Q4	$298	Hold	2	–	–	﹤0.01%	1284
2025 Q3	$315	Hold	2	–	–	﹤0.01%	1158
2025 Q2	$294	Buy	+2	New	+$269	﹤0.01%	1097

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Horizon Investments's WEX Position: Q2 2026 in Review

Horizon Investments sold out of WEX (WEX) in Q2 2026, closing a stake of 4 shares — an estimated $612 sold.

Horizon Investments first reported a position in WEX in Q2 2025 and held it in 4 quarters. The position peaked at $612 in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Horizon Investments reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Horizon Investments sold 4 WEX shares in Q2 2026, an estimated $612.
Horizon Investments first reported a position in WEX in Q2 2025 and held it in 4 quarters.
Horizon Investments's WEX position peaked at $612 in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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