Innovative Asset Advisors Group’s WEX WEX Stock Holding History

Innovative Asset Advisors Group’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	Closed	-$306	–	1029
2026 Q1	$306	Buy	+2	New	+$313	﹤0.01%	1003

Other funds holding WEX

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Innovative Asset Advisors Group's WEX Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of WEX (WEX) in Q2 2026, closing a stake of 2 shares — an estimated $306 sold.

Innovative Asset Advisors Group first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $306 in Q1 2026. 388 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Innovative Asset Advisors Group reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 2 WEX shares in Q2 2026, an estimated $306.
Innovative Asset Advisors Group first reported a position in WEX in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's WEX position peaked at $306 in Q1 2026.
388 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.