Merit Financial Group’s WEX WEX Stock Holding History

Merit Financial 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	-7,044	Closed	-$1.08M	–	2454
2026 Q1	$1.08M	Buy	7,044 +2,297	+48%	+$359K	0.01%	947
2025 Q4	$707K	Buy	+4,747	New	+$715K	0.01%	1098
2025 Q1	–	Sell	-1,143	Closed	-$200K	–	1448
2024 Q4	$200K	Buy	+1,143	New	+$214K	﹤0.01%	1102

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Merit Financial Group's WEX Position: Q2 2026 in Review

Merit Financial Group sold out of WEX (WEX) in Q2 2026, closing a stake of 7,044 shares — an estimated $1.08M sold.

Merit Financial Group first reported a position in WEX in Q4 2024 and held it in 3 quarters. The position peaked at $1.08M in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Merit Financial Group reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 7,044 WEX shares in Q2 2026, an estimated $1.08M.
Merit Financial Group first reported a position in WEX in Q4 2024 and held it in 3 quarters.
Merit Financial Group's WEX position peaked at $1.08M in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.