Principia Wealth Advisory
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Principia Wealth Advisory’s WEX WEX Stock Holding History

Principia Wealth Advisory’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
Q3 		$169 Hold
1
– – ﹤0.01% 995
2026
Q2 		$141 Sell
1
-1
-50% -$148 ﹤0.01% 1015
2026
Q1 		$306 Hold
2
– – ﹤0.01% 918
2025
Q4 		$298 Buy
+2
New +$301 ﹤0.01% 891

Other funds holding WEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return

Principia Wealth Advisory's WEX Position: Q3 2026 in Review

Principia Wealth Advisory held its WEX (WEX) position steady in Q3 2026 at 1 share worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Principia Wealth Advisory first reported a position in WEX in Q4 2025 and has held it in 4 quarters since. The position peaked at $306 in Q1 2026. 347 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Principia Wealth Advisory held 1 share of WEX worth $169 as of Q3 2026.
  • Principia Wealth Advisory left its WEX share count unchanged in Q3 2026.
  • WEX made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #995 holding.
  • Principia Wealth Advisory first reported a position in WEX in Q4 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's WEX position peaked at $306 in Q1 2026.
  • 347 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.