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R Squared’s WEX WEX Stock Holding History

R Squared’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
2025
Q2 		– Sell
-1,640
Closed -$258K – 571
2025
Q1 		$258K Buy
1,640
+1,590
+3,180% +$262K 0.28% 151
2024
Q4 		$8.77K Buy
+50
New +$9.38K 0.01% 1182

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

R Squared's WEX Position: Q2 2025 in Review

R Squared sold out of WEX (WEX) in Q2 2025, closing a stake of 1,640 shares — an estimated $258K sold.

R Squared first reported a position in WEX in Q4 2024 and held it in 2 quarters. The position peaked at $258K in Q1 2025. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

  • R Squared reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
  • R Squared sold 1,640 WEX shares in Q2 2025, an estimated $258K.
  • R Squared first reported a position in WEX in Q4 2024 and held it in 2 quarters.
  • R Squared's WEX position peaked at $258K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.