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Sone Capital Management’s WEX WEX Stock Holding History

Sone Capital Management’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 		$3.71M Sell
26,285
-3,119
-11% -$462K 0.28% 88
2026
Q1 		$4.5M Buy
+29,404
New +$4.6M 0.38% 74

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

Sone Capital Management's WEX Position: Q2 2026 in Review

Sone Capital Management reduced its WEX (WEX) stake by 11% in Q2 2026, selling an estimated $462K and leaving 26,285 shares worth $3.71M. The position accounts for 0.28% of the portfolio, ranked #88.

Sone Capital Management first reported a position in WEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.5M in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Sone Capital Management held 26,285 shares of WEX worth $3.71M as of Q2 2026.
  • Sone Capital Management sold 3,119 WEX shares in Q2 2026, an estimated $462K.
  • WEX made up 0.28% of Sone Capital Management's portfolio in Q2 2026, its #88 holding.
  • Sone Capital Management first reported a position in WEX in Q1 2026 and has held it in 2 quarters since.
  • Sone Capital Management's WEX position peaked at $4.5M in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.