SWP
WEX icon

Strategic Wealth Partners’s WEX WEX Stock Holding History

Strategic Wealth Partners’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
-974
Closed -$153K – 1561
2025
Q3 		$153K Buy
974
+650
+201% +$108K 0.01% 368
2025
Q2 		$47.6K Buy
+324
New +$43.5K ﹤0.01% 499

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Strategic Wealth Partners's WEX Position: Q4 2025 in Review

Strategic Wealth Partners sold out of WEX (WEX) in Q4 2025, closing a stake of 974 shares — an estimated $153K sold.

Strategic Wealth Partners first reported a position in WEX in Q2 2025 and held it in 2 quarters. The position peaked at $153K in Q3 2025. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Strategic Wealth Partners reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 974 WEX shares in Q4 2025, an estimated $153K.
  • Strategic Wealth Partners first reported a position in WEX in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's WEX position peaked at $153K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.