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Knollwood Investment Advisory’s WEX WEX Stock Holding History

Knollwood Investment Advisory’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 		$236K Hold
1,674
– – 0.02% 248
2026
Q1 		$256K Hold
1,674
– – 0.03% 277
2025
Q4 		$249K Hold
1,674
– – 0.02% 300
2025
Q3 		$264K Sell
1,674
-70
-4% -$11.6K 0.02% 324
2025
Q2 		$256K Hold
1,744
– – 0.02% 328
2025
Q1 		$274K Hold
1,744
– – 0.03% 319
2024
Q4 		$306K Hold
1,744
– – 0.03% 313
2024
Q3 		$366K Hold
1,744
– – 0.04% 299
2024
Q2 		$309K Buy
+1,744
New +$356K 0.03% 309

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 $3.38T AUM 44.17% 1-Year Est. Return

Knollwood Investment Advisory's WEX Position: Q2 2026 in Review

Knollwood Investment Advisory held its WEX (WEX) position steady in Q2 2026 at 1,674 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #248.

Knollwood Investment Advisory first reported a position in WEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $366K in Q3 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Knollwood Investment Advisory held 1,674 shares of WEX worth $236K as of Q2 2026.
  • Knollwood Investment Advisory left its WEX share count unchanged in Q2 2026.
  • WEX made up 0.02% of Knollwood Investment Advisory's portfolio in Q2 2026, its #248 holding.
  • Knollwood Investment Advisory first reported a position in WEX in Q2 2024 and has held it in 9 quarters since.
  • Knollwood Investment Advisory's WEX position peaked at $366K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.