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Parkworth Wealth Management’s WEX WEX Stock Holding History

Parkworth Wealth 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
2025
Q2 		$147 Hold
1
– – ﹤0.01% 1034
2025
Q1 		$157 Hold
1
– – ﹤0.01% 796
2024
Q4 		$175 Buy
+1
New +$188 ﹤0.01% 802

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkworth Wealth Management's WEX Position: Q2 2025 in Review

Parkworth Wealth Management held its WEX (WEX) position steady in Q2 2025 at 1 share worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Parkworth Wealth Management first reported a position in WEX in Q4 2024 and has held it in 3 quarters since. The position peaked at $175 in Q4 2024. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

  • Parkworth Wealth Management held 1 share of WEX worth $147 as of Q2 2025.
  • Parkworth Wealth Management left its WEX share count unchanged in Q2 2025.
  • WEX made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1034 holding.
  • Parkworth Wealth Management first reported a position in WEX in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's WEX position peaked at $175 in Q4 2024.
  • 384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.