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Sanctuary Advisors’s WEX WEX Stock Holding History

Sanctuary Advisors’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 		$703K Sell
4,981
-38
-0.8% -$5.63K ﹤0.01% 1717
2026
Q1 		$768K Sell
5,019
-929
-16% -$145K ﹤0.01% 1502
2025
Q4 		$886K Buy
5,948
+944
+19% +$142K ﹤0.01% 1389
2025
Q3 		$788K Sell
5,004
-62
-1% -$10.3K ﹤0.01% 1430
2025
Q2 		$744K Buy
5,066
+120
+2% +$16.1K ﹤0.01% 1388
2025
Q1 		$777K Sell
4,946
-2,481
-33% -$409K 0.01% 1252
2024
Q4 		$1.38M Buy
7,427
+2,667
+56% +$500K 0.01% 1064
2024
Q3 		$882K Buy
4,760
+2,519
+112% +$469K 0.01% 1330
2024
Q2 		$485K Buy
+2,241
New +$457K ﹤0.01% 1662

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

Sanctuary Advisors's WEX Position: Q2 2026 in Review

Sanctuary Advisors reduced its WEX (WEX) stake by 0.76% in Q2 2026, selling an estimated $5.63K and leaving 4,981 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Sanctuary Advisors first reported a position in WEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q4 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Sanctuary Advisors held 4,981 shares of WEX worth $703K as of Q2 2026.
  • Sanctuary Advisors sold 38 WEX shares in Q2 2026, an estimated $5.63K.
  • WEX made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1717 holding.
  • Sanctuary Advisors first reported a position in WEX in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's WEX position peaked at $1.38M in Q4 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.