OF
WEX icon

Optimize Financial’s WEX WEX Stock Holding History

Optimize Financial’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 		$401K Sell
2,841
-9
-0.3% -$1.33K 0.14% 209
2026
Q1 		$436K Buy
2,850
+177
+7% +$27.7K 0.21% 162
2025
Q4 		$398K Buy
2,673
+36
+1% +$5.42K 0.2% 212
2025
Q3 		$415K Buy
2,637
+174
+7% +$28.8K 0.22% 197
2025
Q2 		$362K Sell
2,463
-16
-0.6% -$2.15K 0.22% 137
2025
Q1 		$389K Buy
+2,479
New +$408K 0.15% 112

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

Optimize Financial's WEX Position: Q2 2026 in Review

Optimize Financial reduced its WEX (WEX) stake by 0.32% in Q2 2026, selling an estimated $1.33K and leaving 2,841 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #209.

Optimize Financial first reported a position in WEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $436K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Optimize Financial held 2,841 shares of WEX worth $401K as of Q2 2026.
  • Optimize Financial sold 9 WEX shares in Q2 2026, an estimated $1.33K.
  • WEX made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #209 holding.
  • Optimize Financial first reported a position in WEX in Q1 2025 and has held it in 6 quarters since.
  • Optimize Financial's WEX position peaked at $436K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.