Retirement Wealth Solutions’s WEX WEX Stock Holding History

Retirement Wealth Solutions’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	-7	Closed	-$1.07K	–	849
2026 Q1	$1.07K	Buy	+7	New	+$1.09K	﹤0.01%	627
2025 Q4	–	Sell	-2	Closed	-$316	–	849
2025 Q3	$316	Buy	+2	New	+$331	﹤0.01%	741

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

Retirement Wealth Solutions's WEX Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of WEX (WEX) in Q2 2026, closing a stake of 7 shares — an estimated $1.07K sold.

Retirement Wealth Solutions first reported a position in WEX in Q3 2025 and held it in 2 quarters. The position peaked at $1.07K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Retirement Wealth Solutions reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Retirement Wealth Solutions sold 7 WEX shares in Q2 2026, an estimated $1.07K.
Retirement Wealth Solutions first reported a position in WEX in Q3 2025 and held it in 2 quarters.
Retirement Wealth Solutions's WEX position peaked at $1.07K in Q1 2026.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.