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Sterling Capital Management’s WEX WEX Stock Holding History

Sterling 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 		$137K Sell
973
-93
-9% -$13.8K ﹤0.01% 1317
2026
Q1 		$163K Sell
1,066
-798
-43% -$125K ﹤0.01% 1254
2025
Q4 		$278K Sell
1,864
-68
-4% -$10.2K ﹤0.01% 1217
2025
Q3 		$304K Sell
1,932
-148
-7% -$24.5K ﹤0.01% 1185
2025
Q2 		$306K Buy
2,080
+55
+3% +$7.39K ﹤0.01% 1158
2025
Q1 		$318K Sell
2,025
-173
-8% -$28.5K ﹤0.01% 1066
2024
Q4 		$385K Buy
2,198
+683
+45% +$128K 0.01% 1067
2024
Q3 		$318K Buy
+1,515
New +$282K ﹤0.01% 1120

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

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

Sterling Capital Management reduced its WEX (WEX) stake by 8.7% in Q2 2026, selling an estimated $13.8K and leaving 973 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Sterling Capital Management first reported a position in WEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Sterling Capital Management held 973 shares of WEX worth $137K as of Q2 2026.
  • Sterling Capital Management sold 93 WEX shares in Q2 2026, an estimated $13.8K.
  • WEX made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1317 holding.
  • Sterling Capital Management first reported a position in WEX in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's WEX position peaked at $385K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.