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Snowden Capital Advisors’s WEX WEX Stock Holding History

Snowden Capital 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 		$760K Buy
5,386
+937
+21% +$139K 0.02% 681
2026
Q1 		$681K Sell
4,449
-188
-4% -$29.4K 0.02% 667
2025
Q4 		$691K Buy
4,637
+3,329
+255% +$502K 0.02% 664
2025
Q3 		$206K Sell
1,308
-467
-26% -$77.2K 0.01% 1186
2025
Q2 		$261K Sell
1,775
-244
-12% -$32.8K 0.01% 1060
2025
Q1 		$317K Buy
2,019
+43
+2% +$7.08K 0.01% 955
2024
Q4 		$346K Sell
1,976
-195
-9% -$36.6K 0.01% 922
2024
Q3 		$455K Buy
2,171
+871
+67% +$162K 0.01% 814
2024
Q2 		$230K Buy
1,300
+76
+6% +$15.5K 0.01% 1083
2024
Q1 		$291K Sell
1,224
-67
-5% -$14.4K 0.01% 967
2023
Q4 		$251K Buy
1,291
+70
+6% +$12.7K 0.01% 988
2023
Q3 		$230K Sell
1,221
-36
-3% -$6.95K 0.01% 962
2023
Q2 		$229K Buy
1,257
+79
+7% +$14K 0.01% 1055
2023
Q1 		$217K Buy
+1,178
New +$215K 0.01% 1053
2022
Q4 		– Sell
-2,454
Closed -$311K – 1177
2022
Q3 		$311K Buy
2,454
+146
+6% +$22.9K 0.01% 879
2022
Q2 		$359K Buy
2,308
+112
+5% +$18.3K 0.02% 784
2022
Q1 		$391K Buy
2,196
+979
+80% +$160K 0.02% 718
2021
Q4 		$170K Sell
1,217
-952
-44% -$146K 0.01% 703
2021
Q3 		$382K Buy
2,169
+20
+0.9% +$3.65K 0.02% 611
2021
Q2 		$417K Buy
2,149
+14
+0.7% +$2.87K 0.02% 600
2021
Q1 		$447K Buy
2,135
+9
+0.4% +$1.9K 0.03% 523
2020
Q4 		$433K Buy
2,126
+54
+3% +$9.08K 0.03% 462
2020
Q3 		$288K Buy
+2,072
New +$325K 0.02% 474

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

Snowden Capital Advisors's WEX Position: Q2 2026 in Review

Snowden Capital Advisors increased its WEX (WEX) stake by 21% in Q2 2026, buying an estimated $139K and bringing the position to 5,386 shares worth $760K. The position accounts for 0.02% of the portfolio, ranked #681.

Snowden Capital Advisors first reported a position in WEX in Q3 2020 and has held it in 23 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Snowden Capital Advisors held 5,386 shares of WEX worth $760K as of Q2 2026.
  • Snowden Capital Advisors bought 937 WEX shares in Q2 2026, an estimated $139K.
  • WEX made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #681 holding.
  • Snowden Capital Advisors first reported a position in WEX in Q3 2020 and has held it in 23 quarters since.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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