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MAI Capital Management’s WEX WEX Stock Holding History

MAI 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
-1,716
Closed -$263K – 4687
2026
Q1 		$263K Buy
1,716
+1,165
+211% +$182K ﹤0.01% 1335
2025
Q4 		$82.1K Buy
551
+26
+5% +$3.92K ﹤0.01% 1745
2025
Q3 		$82.7K Sell
525
-4
-0.8% -$662 ﹤0.01% 1659
2025
Q2 		$77.7K Sell
529
-19
-3% -$2.55K ﹤0.01% 1616
2025
Q1 		$86K Buy
548
+48
+10% +$7.9K ﹤0.01% 1472
2024
Q4 		$87.7K Buy
+500
New +$93.8K ﹤0.01% 1504
2020
Q1 		– Sell
-4,279
Closed -$896K – 613
2019
Q4 		$896K Buy
+4,279
New +$858K 0.03% 312

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

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

MAI Capital Management sold out of WEX (WEX) in Q2 2026, closing a stake of 1,716 shares — an estimated $263K sold.

MAI Capital Management first reported a position in WEX in Q4 2019 and held it in 7 quarters. The position peaked at $896K in Q4 2019. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • MAI Capital Management reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,716 WEX shares in Q2 2026, an estimated $263K.
  • MAI Capital Management first reported a position in WEX in Q4 2019 and held it in 7 quarters.
  • MAI Capital Management's WEX position peaked at $896K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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