Private Wealth Management Group’s WEX WEX Stock Holding History

Private Wealth Management 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	$565	Hold	4	–	–	﹤0.01%	1400
2026 Q1	$613	Hold	4	–	–	﹤0.01%	1343
2025 Q4	$596	Hold	4	–	–	﹤0.01%	1378
2025 Q3	$631	Hold	4	–	–	﹤0.01%	1389
2025 Q2	$588	Sell	4 -13	-76%	-$1.75K	﹤0.01%	1395
2025 Q1	$2.67K	Buy	17 +13	+325%	+$2.14K	﹤0.01%	959
2024 Q4	$702	Hold	4	–	–	﹤0.01%	1379
2024 Q3	$839	Hold	4	–	–	﹤0.01%	1332
2024 Q2	$709	Hold	4	–	–	﹤0.01%	1370
2024 Q1	$951	Hold	4	–	–	﹤0.01%	1278
2023 Q4	$779	Buy	+4	New	+$725	﹤0.01%	1355

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 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 $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's WEX Position: Q2 2026 in Review

Private Wealth Management Group held its WEX (WEX) position steady in Q2 2026 at 4 shares worth $565. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Private Wealth Management Group first reported a position in WEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67K in Q1 2025. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Private Wealth Management Group held 4 shares of WEX worth $565 as of Q2 2026.
Private Wealth Management Group left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1400 holding.
Private Wealth Management Group first reported a position in WEX in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's WEX position peaked at $2.67K in Q1 2025.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.