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Rehmann Capital Advisory Group’s WEX WEX Stock Holding History

Rehmann Capital Advisory 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 		– Sell
-1,314
Closed -$201K – 729
2026
Q1 		$201K Buy
+1,314
New +$205K 0.01% 651
2025
Q1 		– Sell
-1,235
Closed -$217K – 627
2024
Q4 		$217K Buy
1,235
+39
+3% +$7.31K 0.01% 563
2024
Q3 		$251K Buy
+1,196
New +$223K 0.02% 516
2019
Q3 		$74.2K Sell
367
-16
-4% -$3.31K 0.01% 518
2019
Q2 		$79.7K Hold
383
– – 0.01% 684
2019
Q1 		$73.5K Sell
383
-26
-6% -$4.39K 0.01% 685
2018
Q4 		$57.3K Sell
409
-25
-6% -$4.12K 0.01% 552
2018
Q3 		$87.1K Sell
434
-8
-2% -$1.53K 0.01% 616
2018
Q2 		$84.2K Sell
442
-2
-0.5% -$349 0.01% 602
2018
Q1 		$70K Buy
+444
New +$66.7K 0.01% 655

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

Rehmann Capital Advisory Group's WEX Position: Q2 2026 in Review

Rehmann Capital Advisory Group sold out of WEX (WEX) in Q2 2026, closing a stake of 1,314 shares — an estimated $201K sold.

Rehmann Capital Advisory Group first reported a position in WEX in Q1 2018 and held it in 10 quarters. The position peaked at $251K in Q3 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Rehmann Capital Advisory Group reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 1,314 WEX shares in Q2 2026, an estimated $201K.
  • Rehmann Capital Advisory Group first reported a position in WEX in Q1 2018 and held it in 10 quarters.
  • Rehmann Capital Advisory Group's WEX position peaked at $251K in Q3 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.