MV Capital Management’s WEX WEX Stock Holding History

MV Capital Management’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 Q3	$1.35K	Hold	8	–	–	﹤0.01%	861
2026 Q2	$1.13K	Hold	8	–	–	﹤0.01%	888
2026 Q1	$1.22K	Buy	8 +1	+14%	+$156	﹤0.01%	827
2025 Q4	$1.04K	Hold	7	–	–	﹤0.01%	811
2025 Q3	$1.1K	Hold	7	–	–	﹤0.01%	785
2025 Q2	$1.03K	Hold	7	–	–	﹤0.01%	773
2025 Q1	$1.1K	Sell	7 -1	-13%	-$165	﹤0.01%	750
2024 Q4	$1.4K	Sell	8 -1	-11%	-$188	﹤0.01%	725
2024 Q3	$1.89K	Buy	+9	New	+$1.68K	﹤0.01%	701
2015 Q1	–	Sell	-40	Closed	-$4K	–	525
2014 Q4	$4K	Buy	+40	New	+$4.26K	﹤0.01%	418

Other funds holding WEX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MV Capital Management's WEX Position: Q3 2026 in Review

MV Capital Management held its WEX (WEX) position steady in Q3 2026 at 8 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

MV Capital Management first reported a position in WEX in Q4 2014 and has held it in 10 quarters since. The position peaked at $4K in Q4 2014. 205 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

MV Capital Management held 8 shares of WEX worth $1.35K as of Q3 2026.
MV Capital Management left its WEX share count unchanged in Q3 2026.
WEX made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #861 holding.
MV Capital Management first reported a position in WEX in Q4 2014 and has held it in 10 quarters since.
MV Capital Management's WEX position peaked at $4K in Q4 2014.
205 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.