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Steph & Co’s WEX WEX Stock Holding History

Steph & Co’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
-221
Closed -$34.8K – 340
2025
Q3 		$34.8K Buy
+221
New +$36.6K 0.01% 216

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

Steph & Co's WEX Position: Q4 2025 in Review

Steph & Co sold out of WEX (WEX) in Q4 2025, closing a stake of 221 shares — an estimated $34.8K sold.

Steph & Co first reported a position in WEX in Q3 2025 and held it in 1 quarter. The position peaked at $34.8K in Q3 2025. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Steph & Co reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Steph & Co sold 221 WEX shares in Q4 2025, an estimated $34.8K.
  • Steph & Co first reported a position in WEX in Q3 2025 and held it in 1 quarter.
  • Steph & Co's WEX position peaked at $34.8K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Steph & Co's 13F filing for Q4 2025, filed 23 Jan 2026.