Logan Capital Management’s WEX WEX Stock Holding History

Logan Capital 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	$551K	Buy	+3,603	New	+$563K	0.02%	240

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Logan Capital Management's WEX Position: Q1 2026 in Review

Logan Capital Management sold out of WEX (WEX) in Q1 2026, closing a stake of 8,103 shares — an estimated $1.27M sold.

Logan Capital Management first reported a position in WEX in Q2 2013 and held it in 51 quarters. The position peaked at $2.62M in Q1 2021. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

Logan Capital Management reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 8,103 WEX shares in Q1 2026, an estimated $1.27M.
Logan Capital Management first reported a position in WEX in Q2 2013 and held it in 51 quarters.
Logan Capital Management's WEX position peaked at $2.62M in Q1 2021.
429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.