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Spire Wealth Management’s WEX WEX Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-19
Closed -$2.99K – 2490
2025
Q3 		$2.99K Sell
19
-18
-49% -$2.98K ﹤0.01% 2074
2025
Q2 		$5.43K Sell
37
-16
-30% -$2.15K ﹤0.01% 1920
2025
Q1 		$8.32K Sell
53
-18
-25% -$2.96K ﹤0.01% 1890
2024
Q4 		$12.4K Sell
71
-121
-63% -$22.7K ﹤0.01% 1786
2024
Q3 		$40.3K Hold
192
– – ﹤0.01% 1203
2024
Q2 		$34K Hold
192
– – ﹤0.01% 1249
2024
Q1 		$45.6K Hold
192
– – ﹤0.01% 1248
2023
Q4 		$38.7K Hold
192
– – ﹤0.01% 1292
2023
Q3 		$36.1K Sell
192
-29
-13% -$5.6K ﹤0.01% 1292
2023
Q2 		$40.2K Hold
221
– – ﹤0.01% 1290
2023
Q1 		$40.6K Buy
221
+79
+56% +$14.4K ﹤0.01% 1282
2022
Q4 		$23K Hold
142
– – ﹤0.01% 1325
2022
Q3 		$18K Sell
142
-3
-2% -$472 ﹤0.01% 1380
2022
Q2 		$23K Buy
145
+3
+2% +$491 ﹤0.01% 1623
2022
Q1 		$25K Sell
142
-222
-61% -$36.2K ﹤0.01% 1728
2021
Q4 		$51K Hold
364
– – ﹤0.01% 1728
2021
Q3 		$64K Buy
364
+8
+2% +$1.46K ﹤0.01% 1378
2021
Q2 		$69K Sell
356
-100
-22% -$20.5K ﹤0.01% 1349
2021
Q1 		$95K Buy
+456
New +$96.2K ﹤0.01% 1423

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Spire Wealth Management's WEX Position: Q4 2025 in Review

Spire Wealth Management sold out of WEX (WEX) in Q4 2025, closing a stake of 19 shares — an estimated $2.99K sold.

Spire Wealth Management first reported a position in WEX in Q1 2021 and held it in 19 quarters. The position peaked at $95K in Q1 2021. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Spire Wealth Management reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 19 WEX shares in Q4 2025, an estimated $2.99K.
  • Spire Wealth Management first reported a position in WEX in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's WEX position peaked at $95K in Q1 2021.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.