SAG
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SageView Advisory Group’s WEX WEX Stock Holding History

SageView 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 		$222K Sell
1,571
-168
-10% -$24.9K 0.01% 583
2026
Q1 		$266K Buy
1,739
+49
+3% +$7.66K 0.01% 500
2025
Q4 		$252K Sell
1,690
-16
-0.9% -$2.41K 0.01% 527
2025
Q3 		$269K Buy
1,706
+2
+0.1% +$331 0.01% 548
2025
Q2 		$300K Buy
1,704
+24
+1% +$3.22K 0.01% 489
2025
Q1 		$264K Buy
1,680
+71
+4% +$11.7K 0.01% 504
2024
Q4 		$282K Sell
1,609
-10
-0.6% -$1.88K 0.01% 479
2024
Q3 		$340K Buy
+1,619
New +$302K 0.02% 360
2024
Q2 		– Sell
-15,603
Closed -$904K – 804
2024
Q1 		$904K Buy
15,603
+14,608
+1,468% +$3.14M 0.05% 214
2023
Q4 		$209K Sell
995
-571
-36% -$104K 0.01% 602
2023
Q3 		$295K Buy
1,566
+50
+3% +$9.65K 0.02% 429
2023
Q2 		$276K Buy
1,516
+68
+5% +$12K 0.02% 464
2023
Q1 		$266K Buy
1,448
+50
+4% +$9.11K 0.02% 403
2022
Q4 		$229K Buy
+1,398
New +$218K 0.02% 380

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

SageView Advisory Group's WEX Position: Q2 2026 in Review

SageView Advisory Group reduced its WEX (WEX) stake by 9.7% in Q2 2026, selling an estimated $24.9K and leaving 1,571 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #583.

SageView Advisory Group first reported a position in WEX in Q4 2022 and has held it in 14 quarters since. The position peaked at $904K in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • SageView Advisory Group held 1,571 shares of WEX worth $222K as of Q2 2026.
  • SageView Advisory Group sold 168 WEX shares in Q2 2026, an estimated $24.9K.
  • WEX made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #583 holding.
  • SageView Advisory Group first reported a position in WEX in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's WEX position peaked at $904K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.