Morgan Stanley
WEX icon

Morgan Stanley’s WEX WEX Stock Holding History

Morgan Stanley’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 		$275M Sell
1,949,295
-150,973
-7% -$22.4M 0.01% 840
2026
Q1 		$321M Sell
2,100,268
-10,840
-0.5% -$1.69M 0.02% 717
2025
Q4 		$315M Sell
2,111,108
-620,574
-23% -$93.5M 0.02% 721
2025
Q3 		$430M Buy
2,731,682
+47,751
+2% +$7.9M 0.03% 581
2025
Q2 		$394M Buy
2,683,931
+244,285
+10% +$32.8M 0.03% 588
2025
Q1 		$383M Buy
2,439,646
+242,342
+11% +$39.9M 0.03% 569
2024
Q4 		$385M Sell
2,197,304
-70,696
-3% -$13.3M 0.03% 568
2024
Q3 		$476M Buy
2,268,000
+68,267
+3% +$12.7M 0.03% 489
2024
Q2 		$390M Buy
2,199,733
+243,537
+12% +$49.7M 0.03% 534
2024
Q1 		$465M Buy
1,956,196
+38,193
+2% +$8.22M 0.04% 464
2023
Q4 		$373M Buy
1,918,003
+56,186
+3% +$10.2M 0.03% 515
2023
Q3 		$350M Sell
1,861,817
-37,222
-2% -$7.19M 0.04% 485
2023
Q2 		$346M Sell
1,899,039
-199,244
-9% -$35.3M 0.03% 501
2023
Q1 		$386M Buy
2,098,283
+38,390
+2% +$6.99M 0.04% 440
2022
Q4 		$337M Buy
2,059,893
+1,594,294
+342% +$248M 0.04% 478
2022
Q3 		$59.1M Sell
465,599
-36,108
-7% -$5.68M 0.01% 1203
2022
Q2 		$78M Buy
501,707
+302,089
+151% +$49.5M 0.01% 1075
2022
Q1 		$35.6M Buy
199,618
+1,071
+0.5% +$175K ﹤0.01% 1551
2021
Q4 		$27.9M Sell
198,547
-55,654
-22% -$8.51M ﹤0.01% 1821
2021
Q3 		$44.8M Sell
254,201
-40,715
-14% -$7.42M 0.01% 1377
2021
Q2 		$57.2M Buy
294,916
+129,958
+79% +$26.6M 0.01% 1215
2021
Q1 		$34.5M Sell
164,958
-69,035
-30% -$14.6M 0.01% 1459
2020
Q4 		$47.6M Buy
233,993
+34,468
+17% +$5.8M 0.01% 1137
2020
Q3 		$27.7M Buy
199,525
+162,899
+445% +$25.5M 0.01% 1245
2020
Q2 		$6.04M Sell
36,626
-33,588
-48% -$4.61M ﹤0.01% 2472
2020
Q1 		$7.34M Buy
70,214
+17,793
+34% +$3.32M ﹤0.01% 2070
2019
Q4 		$11M Buy
52,421
+16,933
+48% +$3.4M ﹤0.01% 2334
2019
Q3 		$7.17M Sell
35,488
-1,347
-4% -$279K ﹤0.01% 2476
2019
Q2 		$7.67M Buy
36,835
+5,040
+16% +$1.01M ﹤0.01% 2450
2019
Q1 		$6.11M Sell
31,795
-180,316
-85% -$30.5M ﹤0.01% 2524
2018
Q4 		$29.7M Buy
212,111
+143,284
+208% +$23.6M 0.01% 1134
2018
Q3 		$13.8M Buy
68,827
+20,040
+41% +$3.84M ﹤0.01% 2067
2018
Q2 		$9.29M Sell
48,787
-29,511
-38% -$5.15M ﹤0.01% 2461
2018
Q1 		$12.3M Buy
78,298
+7,308
+10% +$1.1M ﹤0.01% 2150
2017
Q4 		$10M Sell
70,990
-16,065
-18% -$2.01M ﹤0.01% 2386
2017
Q3 		$9.77M Buy
87,055
+33,745
+63% +$3.66M ﹤0.01% 2303
2017
Q2 		$5.56M Sell
53,310
-20,989
-28% -$2.16M ﹤0.01% 2730
2017
Q1 		$7.69M Buy
74,299
+16,876
+29% +$1.87M ﹤0.01% 2460
2016
Q4 		$6.41M Buy
57,423
+23,032
+67% +$2.49M ﹤0.01% 2736
2016
Q3 		$3.72M Buy
34,391
+3,520
+11% +$345K ﹤0.01% 2962
2016
Q2 		$2.74M Buy
30,871
+24,178
+361% +$2.16M ﹤0.01% 3155
2016
Q1 		$559K Sell
6,693
-10,189
-60% -$737K ﹤0.01% 4362
2015
Q4 		$1.49M Sell
16,882
-33,508
-66% -$3.04M ﹤0.01% 3740
2015
Q3 		$4.38M Sell
50,390
-10,168
-17% -$1.01M ﹤0.01% 2772
2015
Q2 		$6.9M Buy
60,558
+12,269
+25% +$1.39M ﹤0.01% 2494
2015
Q1 		$5.18M Sell
48,289
-88,321
-65% -$8.91M ﹤0.01% 2724
2014
Q4 		$13.5M Buy
136,610
+111,996
+455% +$11.9M ﹤0.01% 1787
2014
Q3 		$2.71M Buy
24,614
+14,014
+132% +$1.54M ﹤0.01% 3185
2014
Q2 		$1.11M Sell
10,600
-21,149
-67% -$2.02M ﹤0.01% 3968
2014
Q1 		$3.02M Buy
31,749
+7,959
+33% +$729K ﹤0.01% 3066
2013
Q4 		$2.35M Buy
23,790
+11,460
+93% +$1.08M ﹤0.01% 3262
2013
Q3 		$1.08M Sell
12,330
-5,398
-30% -$456K ﹤0.01% 3730
2013
Q2 		$1.36M Buy
+17,728
New +$1.32M ﹤0.01% 3453

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Morgan Stanley's WEX Position: Q2 2026 in Review

Morgan Stanley reduced its WEX (WEX) stake by 7.2% in Q2 2026, selling an estimated $22.4M and leaving 1,949,295 shares worth $275M. The position accounts for 0.01% of the portfolio, ranked #840.

Morgan Stanley first reported a position in WEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $476M in Q3 2024. 412 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Morgan Stanley held 1,949,295 shares of WEX worth $275M as of Q2 2026.
  • Morgan Stanley sold 150,973 WEX shares in Q2 2026, an estimated $22.4M.
  • WEX made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #840 holding.
  • Morgan Stanley first reported a position in WEX in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's WEX position peaked at $476M in Q3 2024.
  • 412 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.