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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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's WEX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in WEX (WEX) in Q1 2026: 6 shares worth $918. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WEX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WEX in Q2 2025 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 6 shares of WEX worth $918 as of Q1 2026.
  • WEX was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • WEX made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1920 holding.
  • Twin Peaks Wealth Advisors first reported a position in WEX in Q2 2025 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.