KAS
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Kestra Advisory Services’s WEX WEX Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-535
Closed -$79.7K – 4384
2025
Q4 		$79.7K Buy
+535
New +$80.6K ﹤0.01% 3602
2021
Q4 		– Sell
-1,309
Closed -$231K – 2202
2021
Q3 		$231K Buy
1,309
+43
+3% +$7.84K ﹤0.01% 1882
2021
Q2 		$245K Buy
1,266
+38
+3% +$7.79K ﹤0.01% 1714
2021
Q1 		$257K Buy
+1,228
New +$259K ﹤0.01% 1564

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Advisory Services's WEX Position: Q1 2026 in Review

Kestra Advisory Services sold out of WEX (WEX) in Q1 2026, closing a stake of 535 shares — an estimated $79.7K sold.

Kestra Advisory Services first reported a position in WEX in Q1 2021 and held it in 4 quarters. The position peaked at $257K in Q1 2021. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Kestra Advisory Services reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 535 WEX shares in Q1 2026, an estimated $79.7K.
  • Kestra Advisory Services first reported a position in WEX in Q1 2021 and held it in 4 quarters.
  • Kestra Advisory Services's WEX position peaked at $257K in Q1 2021.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.