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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
Q2 		– Sell
-3,603
Closed -$551K – 702
2026
Q1 		$551K Buy
+3,603
New +$563K 0.02% 240

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

Logan Capital Management's WEX Position: Q2 2026 in Review

Logan Capital Management opened a new position in WEX (WEX) in Q2 2026: 3,462 shares worth $488K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in WEX as recently as Q4 2025.

Logan Capital Management first reported a position in WEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.62M in Q1 2021. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Logan Capital Management held 3,462 shares of WEX worth $488K as of Q2 2026.
  • WEX was a new Logan Capital Management position in Q2 2026.
  • WEX made up 0.02% of Logan Capital Management's portfolio in Q2 2026, its #247 holding.
  • Logan Capital Management first reported a position in WEX in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's WEX position peaked at $2.62M in Q1 2021.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.