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Measured Wealth Private Client Group’s WEX WEX Stock Holding History

Measured Wealth Private Client Group’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
Closed -$153 – 769
2026
Q1 		$153 Sell
1
-24
-96% -$3.75K ﹤0.01% 668
2025
Q4 		$3.73K Sell
25
-50
-67% -$7.53K ﹤0.01% 620
2025
Q3 		$11.8K Buy
+75
New +$12.4K ﹤0.01% 540

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

Measured Wealth Private Client Group's WEX Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of WEX (WEX) in Q2 2026, closing a stake of 1 share — an estimated $153 sold.

Measured Wealth Private Client Group first reported a position in WEX in Q3 2025 and held it in 3 quarters. The position peaked at $11.8K in Q3 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1 WEX share in Q2 2026, an estimated $153.
  • Measured Wealth Private Client Group first reported a position in WEX in Q3 2025 and held it in 3 quarters.
  • Measured Wealth Private Client Group's WEX position peaked at $11.8K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.