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Long Road Investment Counsel’s WEX WEX Stock Holding History

Long Road Investment Counsel’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 		$4.29M Buy
28,034
+600
+2% +$93.8K 1.68% 19
2025
Q4 		$4.09M Sell
27,434
-240
-0.9% -$36.2K 1.55% 19
2025
Q3 		$4.36M Hold
27,674
– – 1.54% 16
2025
Q2 		$4.07M Sell
27,674
-110
-0.4% -$14.8K 1.52% 21
2025
Q1 		$4.36M Buy
27,784
+1,315
+5% +$217K 1.69% 18
2024
Q4 		$4.64M Sell
26,469
-230
-0.9% -$43.1K 1.89% 15
2024
Q3 		$5.6M Hold
26,699
– – 2.23% 14
2024
Q2 		$4.73M Buy
26,699
+100
+0.4% +$20.4K 2.06% 15
2024
Q1 		$6.32M Sell
26,599
-1,500
-5% -$323K 2.65% 11
2023
Q4 		$5.74M Buy
28,099
+1,010
+4% +$183K 2.38% 15
2023
Q3 		$5.09M Buy
27,089
+280
+1% +$54.1K 2.47% 14
2023
Q2 		$4.88M Sell
26,809
-300
-1% -$53.1K 2.27% 17
2023
Q1 		$4.99M Sell
27,109
-105
-0.4% -$19.1K 2.4% 17
2022
Q4 		$4.45M Buy
27,214
+105
+0.4% +$16.3K 2.21% 17
2022
Q3 		$3.44M Hold
27,109
– – 1.89% 21
2022
Q2 		$4.22M Sell
27,109
-105
-0.4% -$17.2K 2.16% 17
2022
Q1 		$4.86M Buy
27,214
+2,129
+8% +$347K 2.18% 16
2021
Q4 		$3.52M Buy
25,085
+15,185
+153% +$2.32M 1.4% 24
2021
Q3 		$1.74M Hold
9,900
– – 0.77% 38
2021
Q2 		$1.92M Hold
9,900
– – 0.84% 37
2021
Q1 		$2.07M Buy
9,900
+100
+1% +$21.1K 0.93% 36
2020
Q4 		$2M Sell
9,800
-125
-1% -$21K 0.97% 32
2020
Q3 		$1.38M Buy
9,925
+125
+1% +$19.6K 0.78% 38
2020
Q2 		$1.62M Buy
+9,800
New +$1.34M 0.95% 35

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 $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
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

Long Road Investment Counsel's WEX Position: Q1 2026 in Review

Long Road Investment Counsel increased its WEX (WEX) stake by 2.2% in Q1 2026, buying an estimated $93.8K and bringing the position to 28,034 shares worth $4.29M. The position accounts for 1.68% of the portfolio, ranked #19.

Long Road Investment Counsel first reported a position in WEX in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.32M in Q1 2024. 430 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Long Road Investment Counsel held 28,034 shares of WEX worth $4.29M as of Q1 2026.
  • Long Road Investment Counsel bought 600 WEX shares in Q1 2026, an estimated $93.8K.
  • WEX made up 1.68% of Long Road Investment Counsel's portfolio in Q1 2026, its #19 holding.
  • Long Road Investment Counsel first reported a position in WEX in Q2 2020 and has held it in 24 quarters since.
  • Long Road Investment Counsel's WEX position peaked at $6.32M in Q1 2024.
  • 430 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.