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Mount Yale Investment Advisors’s WEX WEX Stock Holding History

Mount Yale Investment Advisors’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
-1,525
Closed -$240K – 806
2025
Q3 		$240K Buy
+1,525
New +$252K 0.02% 582
2020
Q1 		– Sell
-2,197
Closed -$477K – 337
2019
Q4 		$477K Sell
2,197
-247
-10% -$49.5K 0.08% 210
2019
Q3 		$483K Buy
+2,444
New +$506K 0.09% 198

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $3.45B AUM 28.5% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $218B AUM 29.41% 1-Year Est. Return

Mount Yale Investment Advisors's WEX Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of WEX (WEX) in Q4 2025, closing a stake of 1,525 shares — an estimated $240K sold.

Mount Yale Investment Advisors first reported a position in WEX in Q3 2019 and held it in 3 quarters. The position peaked at $483K in Q3 2019. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,525 WEX shares in Q4 2025, an estimated $240K.
  • Mount Yale Investment Advisors first reported a position in WEX in Q3 2019 and held it in 3 quarters.
  • Mount Yale Investment Advisors's WEX position peaked at $483K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.