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Lodestone Wealth Management’s WEX WEX Stock Holding History

Lodestone Wealth 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
Q2 		$10.4K Hold
74
– – ﹤0.01% 512
2026
Q1 		$11.3K Hold
74
– – ﹤0.01% 495
2025
Q4 		$11K Buy
+74
New +$11.2K ﹤0.01% 489

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 $3.37T AUM 44.26% 1-Year Est. Return

Lodestone Wealth Management's WEX Position: Q2 2026 in Review

Lodestone Wealth Management held its WEX (WEX) position steady in Q2 2026 at 74 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Lodestone Wealth Management first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.3K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Lodestone Wealth Management held 74 shares of WEX worth $10.4K as of Q2 2026.
  • Lodestone Wealth Management left its WEX share count unchanged in Q2 2026.
  • WEX made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Lodestone Wealth Management first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's WEX position peaked at $11.3K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.