MCM
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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
Q2 		$1.13K Hold
8
– – ﹤0.01% 888
2026
Q1 		$1.23K 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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

MV Capital Management's WEX Position: Q2 2026 in Review

MV Capital Management held its WEX (WEX) position steady in Q2 2026 at 8 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

MV Capital Management first reported a position in WEX in Q4 2014 and has held it in 9 quarters since. The position peaked at $4K in Q4 2014. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • MV Capital Management held 8 shares of WEX worth $1.13K as of Q2 2026.
  • MV Capital Management left its WEX share count unchanged in Q2 2026.
  • WEX made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #888 holding.
  • MV Capital Management first reported a position in WEX in Q4 2014 and has held it in 9 quarters since.
  • MV Capital Management's WEX position peaked at $4K in Q4 2014.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.