IMC
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Investment Management Corporation’s WEX WEX Stock Holding History

Investment Management Corporation’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
2025
Q2 		– Sell
-144
Closed -$22.6K – 191
2025
Q1 		$22.6K Hold
144
– – 0.02% 111
2024
Q4 		$25.2K Buy
+144
New +$27K 0.02% 95

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Management Corporation's WEX Position: Q2 2025 in Review

Investment Management Corporation sold out of WEX (WEX) in Q2 2025, closing a stake of 144 shares — an estimated $22.6K sold.

Investment Management Corporation first reported a position in WEX in Q4 2024 and held it in 2 quarters. The position peaked at $25.2K in Q4 2024. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

  • Investment Management Corporation reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
  • Investment Management Corporation sold 144 WEX shares in Q2 2025, an estimated $22.6K.
  • Investment Management Corporation first reported a position in WEX in Q4 2024 and held it in 2 quarters.
  • Investment Management Corporation's WEX position peaked at $25.2K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Investment Management Corporation's 13F filing for Q2 2025, filed 7 Aug 2025.