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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
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

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

Principia Wealth Advisory's WEX Position: Q2 2026 in Review

Principia Wealth Advisory reduced its WEX (WEX) stake by 50% in Q2 2026, selling an estimated $148 and leaving 1 share worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Principia Wealth Advisory first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $306 in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Principia Wealth Advisory held 1 share of WEX worth $141 as of Q2 2026.
  • Principia Wealth Advisory sold 1 WEX share in Q2 2026, an estimated $148.
  • WEX made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1015 holding.
  • Principia Wealth Advisory first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's WEX position peaked at $306 in Q1 2026.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.