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Moody Aldrich Partners’s WEX WEX Stock Holding History

Moody Aldrich Partners’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
2025
Q4 		– Sell
-1,363
Closed -$215K – 208
2025
Q3 		$215K Sell
1,363
-6
-0.4% -$992 0.04% 181
2025
Q2 		$201K Sell
1,369
-25
-2% -$3.36K 0.04% 177
2025
Q1 		$219K Sell
1,394
-530
-28% -$87.3K 0.05% 158
2024
Q4 		$337K Sell
1,924
-9
-0.5% -$1.69K 0.06% 152
2024
Q3 		$405K Sell
1,933
-2
-0.1% -$373 0.07% 140
2024
Q2 		$343K Sell
1,935
-1
-0.1% -$204 0.07% 151
2024
Q1 		$460K Sell
1,936
-12
-0.6% -$2.58K 0.08% 147
2023
Q4 		$379K Sell
1,948
-4
-0.2% -$725 0.07% 155
2023
Q3 		$367K Sell
1,952
-43
-2% -$8.3K 0.07% 151
2023
Q2 		$363K Sell
1,995
-98
-5% -$17.4K 0.07% 125
2023
Q1 		$385K Sell
2,093
-4
-0.2% -$729 0.08% 130
2022
Q4 		$343K Sell
2,097
-23
-1% -$3.58K 0.07% 135
2022
Q3 		$269K Sell
2,120
-4
-0.2% -$629 0.06% 140
2022
Q2 		$330K Sell
2,124
-21
-1% -$3.44K 0.06% 127
2022
Q1 		$383K Buy
2,145
+532
+33% +$86.8K 0.05% 128
2021
Q4 		$226K Sell
1,613
-22
-1% -$3.36K 0.03% 152
2021
Q3 		$288K Sell
1,635
-1
-0.1% -$182 0.04% 152
2021
Q2 		$317K Sell
1,636
-23
-1% -$4.72K 0.04% 150
2021
Q1 		$347K Buy
1,659
+264
+19% +$55.7K 0.05% 149
2020
Q4 		$284K Buy
+1,395
New +$235K 0.05% 150
2020
Q3 		– Sell
-1,789
Closed -$295K – 182
2020
Q2 		$295K Buy
+1,789
New +$246K 0.06% 139
2020
Q1 		– Sell
-1,132
Closed -$237K – 161
2019
Q4 		$237K Buy
+1,132
New +$227K 0.05% 143

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moody Aldrich Partners's WEX Position: Q4 2025 in Review

Moody Aldrich Partners sold out of WEX (WEX) in Q4 2025, closing a stake of 1,363 shares — an estimated $215K sold.

Moody Aldrich Partners first reported a position in WEX in Q4 2019 and held it in 22 quarters. The position peaked at $460K in Q1 2024. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Moody Aldrich Partners reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,363 WEX shares in Q4 2025, an estimated $215K.
  • Moody Aldrich Partners first reported a position in WEX in Q4 2019 and held it in 22 quarters.
  • Moody Aldrich Partners's WEX position peaked at $460K in Q1 2024.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Moody Aldrich Partners's 13F filing for Q4 2025, filed 30 Jan 2026.