Twin Peaks Wealth Advisors’s WEX WEX Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-6	Closed	-$918	–	2200
2026 Q1	$918	Buy	+6	New	+$938	﹤0.01%	1920
2025 Q3	–	Sell	-4	Closed	-$683	–	2127
2025 Q2	$683	Buy	+4	New	+$537	﹤0.01%	1850

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Twin Peaks Wealth Advisors's WEX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 6 shares — an estimated $918 sold.

Twin Peaks Wealth Advisors first reported a position in WEX in Q2 2025 and held it in 2 quarters. The position peaked at $918 in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 6 WEX shares in Q2 2026, an estimated $918.
Twin Peaks Wealth Advisors first reported a position in WEX in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's WEX position peaked at $918 in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.