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Pinnacle Wealth Planning Services’s WEX WEX Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.27K Buy
9
+1
+13% +$148 ﹤0.01% 2549
2026
Q1 		$1.22K Hold
8
– – ﹤0.01% 2524
2025
Q4 		$1.19K Buy
+8
New +$1.21K ﹤0.01% 2563
2021
Q1 		– Sell
-9
Closed -$2K – 1938
2020
Q4 		$2K Buy
+9
New +$1.51K ﹤0.01% 2005

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

Pinnacle Wealth Planning Services's WEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its WEX (WEX) stake by 13% in Q2 2026, buying an estimated $148 and bringing the position to 9 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Pinnacle Wealth Planning Services first reported a position in WEX in Q4 2020 and has held it in 4 quarters since. The position peaked at $2K in Q4 2020. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9 shares of WEX worth $1.27K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 WEX share in Q2 2026, an estimated $148.
  • WEX made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2549 holding.
  • Pinnacle Wealth Planning Services first reported a position in WEX in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's WEX position peaked at $2K in Q4 2020.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.