NewEdge Advisors’s WEX WEX Stock Holding History

NewEdge 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
2026 Q2	$21.2K	Sell	150 -1,433	-91%	-$212K	﹤0.01%	3342
2026 Q1	$242K	Buy	1,583 +1,380	+680%	+$216K	﹤0.01%	2500
2025 Q4	$30.2K	Hold	203	–	–	﹤0.01%	3122
2025 Q3	$32K	Hold	203	–	–	﹤0.01%	2976
2025 Q2	$29.8K	Hold	203	–	–	﹤0.01%	2825
2025 Q1	$31.9K	Sell	203 -164	-45%	-$27K	﹤0.01%	2700
2024 Q4	$64.3K	Buy	367 +29	+9%	+$5.44K	﹤0.01%	2427
2024 Q3	$70.9K	Hold	338	–	–	﹤0.01%	2319
2024 Q2	$59.9K	Buy	338 +114	+51%	+$23.3K	﹤0.01%	2291
2024 Q1	$53.2K	Sell	224 -36	-14%	-$7.75K	﹤0.01%	2291
2023 Q4	$50.6K	Sell	260 -1,281	-83%	-$232K	﹤0.01%	2229
2023 Q3	$290K	Buy	1,541 +1,291	+516%	+$249K	﹤0.01%	1449
2023 Q2	$45.5K	Hold	250	–	–	﹤0.01%	2111
2023 Q1	$46K	Sell	250 -15	-6%	-$2.73K	﹤0.01%	2039
2022 Q4	$2K	Buy	+265	New	+$41.3K	﹤0.01%	2844

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's WEX Position: Q2 2026 in Review

NewEdge Advisors reduced its WEX (WEX) stake by 91% in Q2 2026, selling an estimated $212K and leaving 150 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

NewEdge Advisors first reported a position in WEX in Q4 2022 and has held it in 15 quarters since. The position peaked at $290K in Q3 2023. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

NewEdge Advisors held 150 shares of WEX worth $21.2K as of Q2 2026.
NewEdge Advisors sold 1,433 WEX shares in Q2 2026, an estimated $212K.
WEX made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3342 holding.
NewEdge Advisors first reported a position in WEX in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's WEX position peaked at $290K in Q3 2023.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.