KIA
WEX icon

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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return