Portside Wealth Group’s WEX WEX Stock Holding History

Portside Wealth Group’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	$276K	Buy	1,959 +6	+0.3%	+$889	0.03%	418
2026 Q1	$299K	Sell	1,953 -5	-0.3%	-$782	0.04%	368
2025 Q4	$292K	Sell	1,958 -960	-33%	-$145K	0.04%	371
2025 Q3	$460K	Sell	2,918 -17	-0.6%	-$2.81K	0.06%	272
2025 Q2	$431K	Buy	2,935 +8	+0.3%	+$1.07K	0.06%	271
2025 Q1	$460K	Sell	2,927 -11	-0.4%	-$1.81K	0.07%	239
2024 Q4	$515K	Sell	2,938 -10	-0.3%	-$1.88K	0.09%	223
2024 Q3	$618K	Buy	2,948 +12	+0.4%	+$2.24K	0.11%	198
2024 Q2	$520K	Buy	2,936 +19	+0.7%	+$3.88K	0.1%	205
2024 Q1	$693K	Sell	2,917 -1	-0%	-$215	0.13%	172
2023 Q4	$568K	Sell	2,918 -11	-0.4%	-$2K	0.11%	192
2023 Q3	$551K	Buy	2,929 +32	+1%	+$6.18K	0.1%	183
2023 Q2	$527K	Buy	+2,897	New	+$513K	0.1%	193

Other funds holding WEX

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

Portside Wealth Group's WEX Position: Q2 2026 in Review

Portside Wealth Group increased its WEX (WEX) stake by 0.31% in Q2 2026, buying an estimated $889 and bringing the position to 1,959 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #418.

Portside Wealth Group first reported a position in WEX in Q2 2023 and has held it in 13 quarters since. The position peaked at $693K in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Portside Wealth Group held 1,959 shares of WEX worth $276K as of Q2 2026.
Portside Wealth Group bought 6 WEX shares in Q2 2026, an estimated $889.
WEX made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #418 holding.
Portside Wealth Group first reported a position in WEX in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's WEX position peaked at $693K in Q1 2024.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.