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Steward Partners Investment Advisory’s WEX WEX Stock Holding History

Steward Partners Investment Advisory’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 		$29.2K Sell
207
-26
-11% -$3.85K ﹤0.01% 3243
2026
Q1 		$35.7K Buy
233
+133
+133% +$20.8K ﹤0.01% 2950
2025
Q4 		$14.9K Hold
100
– – ﹤0.01% 3264
2025
Q3 		$15.8K Buy
100
+20
+25% +$3.31K ﹤0.01% 3194
2025
Q2 		$11.8K Sell
80
-24
-23% -$3.22K ﹤0.01% 3142
2025
Q1 		$16.3K Sell
104
-387
-79% -$63.7K ﹤0.01% 2894
2024
Q4 		$86.1K Buy
491
+356
+264% +$66.8K ﹤0.01% 2055
2024
Q3 		$28.3K Hold
135
– – ﹤0.01% 2494
2024
Q2 		$23.9K Sell
135
-24
-15% -$4.89K ﹤0.01% 2446
2024
Q1 		$37.8K Sell
159
-10
-6% -$2.15K ﹤0.01% 2239
2023
Q4 		$32.9K Buy
169
+75
+80% +$13.6K ﹤0.01% 2149
2023
Q3 		$17.7K Hold
94
– – ﹤0.01% 2367
2023
Q2 		$17.1K Hold
94
– – ﹤0.01% 2361
2023
Q1 		$17.3K Sell
94
-9
-9% -$1.64K ﹤0.01% 2313
2022
Q4 		$16.9K Hold
103
– – ﹤0.01% 2319
2022
Q3 		$13K Buy
103
+23
+29% +$3.62K ﹤0.01% 2426
2022
Q2 		$12K Hold
80
– – ﹤0.01% 2469
2022
Q1 		$14K Hold
80
– – ﹤0.01% 2535
2021
Q4 		$11K Hold
80
– – ﹤0.01% 2573
2021
Q3 		$14K Buy
80
+24
+43% +$4.37K ﹤0.01% 2486
2021
Q2 		$11K Hold
56
– – ﹤0.01% 5878
2021
Q1 		$11.7K Hold
56
– – ﹤0.01% 2716
2020
Q4 		$11K Buy
56
+16
+40% +$2.69K ﹤0.01% 2292
2020
Q3 		$6K Hold
40
– – ﹤0.01% 2325
2020
Q2 		$7K Sell
40
-26
-39% -$3.57K ﹤0.01% 2185
2020
Q1 		$6K Buy
66
+40
+154% +$7.47K ﹤0.01% 2047
2019
Q4 		$5K Hold
26
– – ﹤0.01% 2261
2019
Q3 		$5K Buy
+26
New +$5.39K ﹤0.01% 2263
2018
Q4 		– Sell
-18
Closed -$4K – 2156
2018
Q3 		$4K Buy
+18
New +$3.45K ﹤0.01% 2231

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

Steward Partners Investment Advisory's WEX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WEX (WEX) stake by 11% in Q2 2026, selling an estimated $3.85K and leaving 207 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Steward Partners Investment Advisory first reported a position in WEX in Q3 2018 and has held it in 29 quarters since. The position peaked at $86.1K in Q4 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Steward Partners Investment Advisory held 207 shares of WEX worth $29.2K as of Q2 2026.
  • Steward Partners Investment Advisory sold 26 WEX shares in Q2 2026, an estimated $3.85K.
  • WEX made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3243 holding.
  • Steward Partners Investment Advisory first reported a position in WEX in Q3 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's WEX position peaked at $86.1K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.