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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
Q2 		$3.94M Sell
27,904
-130
-0.5% -$19.3K 1.45% 20
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

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

Long Road Investment Counsel's WEX Position: Q2 2026 in Review

Long Road Investment Counsel reduced its WEX (WEX) stake by 0.46% in Q2 2026, selling an estimated $19.3K and leaving 27,904 shares worth $3.94M. The position accounts for 1.45% of the portfolio, ranked #20.

Long Road Investment Counsel first reported a position in WEX in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.32M in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Long Road Investment Counsel held 27,904 shares of WEX worth $3.94M as of Q2 2026.
  • Long Road Investment Counsel sold 130 WEX shares in Q2 2026, an estimated $19.3K.
  • WEX made up 1.45% of Long Road Investment Counsel's portfolio in Q2 2026, its #20 holding.
  • Long Road Investment Counsel first reported a position in WEX in Q2 2020 and has held it in 25 quarters since.
  • Long Road Investment Counsel's WEX position peaked at $6.32M in Q1 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Long Road Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.