Raffa Wealth Management’s WEX WEX Stock Holding History

Raffa Wealth Management’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	$423	Sell	3 -1	-25%	-$148	﹤0.01%	1200
2026 Q1	$612	Buy	4 +1	+33%	+$156	﹤0.01%	1040
2025 Q4	$447	Hold	3	–	–	﹤0.01%	1084
2025 Q3	$473	Sell	3 -48	-94%	-$7.94K	﹤0.01%	1080
2025 Q2	$7.49K	Buy	51 +48	+1,600%	+$6.45K	﹤0.01%	431
2025 Q1	$471	Hold	3	–	–	﹤0.01%	971
2024 Q4	$526	Hold	3	–	–	﹤0.01%	996
2024 Q3	$629	Hold	3	–	–	﹤0.01%	951
2024 Q2	$531	Hold	3	–	–	﹤0.01%	1044
2024 Q1	$713	Hold	3	–	–	﹤0.01%	979
2023 Q4	$584	Hold	3	–	–	﹤0.01%	945
2023 Q3	$564	Hold	3	–	–	﹤0.01%	917
2023 Q2	$546	Hold	3	–	–	﹤0.01%	952
2023 Q1	$552	Hold	3	–	–	﹤0.01%	944
2022 Q4	$491	Hold	3	–	–	﹤0.01%	955
2022 Q3	$381	Hold	3	–	–	﹤0.01%	1086
2022 Q2	$467	Hold	3	–	–	﹤0.01%	1032
2022 Q1	$535	Hold	3	–	–	﹤0.01%	1035
2021 Q4	$421	Hold	3	–	–	﹤0.01%	1075
2021 Q3	$528	Hold	3	–	–	﹤0.01%	1037
2021 Q2	$582	Hold	3	–	–	﹤0.01%	1015
2021 Q1	$628	Buy	+3	New	+$633	﹤0.01%	998

Other funds holding WEX

Jupiter Topco New York $245B AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's WEX Position: Q2 2026 in Review

Raffa Wealth Management reduced its WEX (WEX) stake by 25% in Q2 2026, selling an estimated $148 and leaving 3 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Raffa Wealth Management first reported a position in WEX in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.49K in Q2 2025. 388 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Raffa Wealth Management held 3 shares of WEX worth $423 as of Q2 2026.
Raffa Wealth Management sold 1 WEX share in Q2 2026, an estimated $148.
WEX made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1200 holding.
Raffa Wealth Management first reported a position in WEX in Q1 2021 and has held it in 22 quarters since.
Raffa Wealth Management's WEX position peaked at $7.49K in Q2 2025.
388 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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