LAM
WEX icon

Lifestyle Asset Management’s WEX WEX Stock Holding History

Lifestyle Asset Management’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
-10,515
Closed -$1.57M – 155
2025
Q4 		$1.57M Buy
10,515
+1,342
+15% +$202K 0.51% 58
2025
Q3 		$1.45M Buy
9,173
+1,434
+19% +$237K 0.49% 59
2025
Q2 		$1.14M Buy
7,739
+2,482
+47% +$333K 0.53% 43
2025
Q1 		$825K Buy
5,257
+380
+8% +$62.6K 0.45% 48
2024
Q4 		$855K Sell
4,877
-36
-0.7% -$6.75K 0.47% 49
2024
Q3 		$1.03M Buy
4,913
+443
+10% +$82.6K 0.57% 42
2024
Q2 		$792K Sell
4,470
-597
-12% -$122K 0.45% 48
2024
Q1 		$1.2M Sell
5,067
-48
-0.9% -$10.3K 0.71% 31
2023
Q4 		$995K Sell
5,115
-513
-9% -$93K 0.55% 47
2023
Q3 		$1.06M Buy
+5,628
New +$1.09M 0.64% 33

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