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Sittner & Nelson’s WEX WEX Stock Holding History

Sittner & Nelson’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
-275
Closed -$42.1K – 649
2026
Q1 		$42.1K Buy
+275
New +$43K 0.02% 312

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

Sittner & Nelson's WEX Position: Q2 2026 in Review

Sittner & Nelson sold out of WEX (WEX) in Q2 2026, closing a stake of 275 shares — an estimated $42.1K sold.

Sittner & Nelson first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $42.1K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Sittner & Nelson reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Sittner & Nelson sold 275 WEX shares in Q2 2026, an estimated $42.1K.
  • Sittner & Nelson first reported a position in WEX in Q1 2026 and held it in 1 quarter.
  • Sittner & Nelson's WEX position peaked at $42.1K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.