UBS AM
WEX icon

UBS AM’s WEX WEX Stock Holding History

UBS AM’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 		$16.9M Sell
119,877
-5,754
-5% -$852K ﹤0.01% 1001
2026
Q1 		$19.2M Buy
125,631
+1,447
+1% +$226K ﹤0.01% 895
2025
Q4 		$18.5M Sell
124,184
-4,841
-4% -$729K ﹤0.01% 876
2025
Q3 		$20.3M Sell
129,025
-58,400
-31% -$9.66M ﹤0.01% 819
2025
Q2 		$27.5M Sell
187,425
-2,746
-1% -$369K 0.01% 917
2025
Q1 		$29.9M Sell
190,171
-3,800
-2% -$626K 0.01% 809
2024
Q4 		$34M Buy
193,971
+19,534
+11% +$3.66M 0.01% 761
2024
Q3 		$36.6M Buy
174,437
+26,395
+18% +$4.92M 0.01% 752
2024
Q2 		$26.2M Buy
148,042
+61,724
+72% +$12.6M 0.01% 783
2024
Q1 		$20.5M Buy
86,318
+5,539
+7% +$1.19M 0.01% 785
2023
Q4 		$15.7M Buy
80,779
+2,822
+4% +$512K 0.01% 837
2023
Q3 		$14.7M Buy
77,957
+935
+1% +$181K 0.01% 835
2023
Q2 		$14.2M Hold
77,022
– – 0.01% 851
2023
Q1 		$14.2M Buy
77,022
+3,742
+5% +$682K 0.01% 851
2022
Q4 		$12M Buy
73,280
+5,582
+8% +$869K 0.01% 874
2022
Q3 		$8.59M Sell
67,698
-11,249
-14% -$1.77M ﹤0.01% 1008
2022
Q2 		$12.3M Buy
78,947
+4,832
+7% +$791K 0.01% 888
2022
Q1 		$13.2M Buy
74,115
+2,958
+4% +$482K 0.01% 962
2021
Q4 		$9.99M Buy
71,157
+3,895
+6% +$595K ﹤0.01% 1128
2021
Q3 		$11.8M Buy
67,262
+441
+0.7% +$80.4K ﹤0.01% 1025
2021
Q2 		$13M Sell
66,821
-2,484
-4% -$509K 0.01% 1030
2021
Q1 		$14.5M Sell
69,305
-318
-0.5% -$67.1K 0.01% 961
2020
Q4 		$14.2M Buy
69,623
+12,692
+22% +$2.14M 0.01% 941
2020
Q3 		$7.91M Buy
56,931
+5,846
+11% +$916K ﹤0.01% 1008
2020
Q2 		$8.43M Sell
51,085
-5,595
-10% -$768K 0.01% 951
2020
Q1 		$5.93M Buy
56,680
+4,712
+9% +$880K ﹤0.01% 997
2019
Q4 		$10.9M Buy
51,968
+1,351
+3% +$271K 0.01% 916
2019
Q3 		$10.2M Buy
50,617
+2,288
+5% +$474K 0.01% 946
2019
Q2 		$10.1M Buy
48,329
+3,752
+8% +$755K 0.01% 960
2019
Q1 		$8.56M Buy
44,577
+8,014
+22% +$1.35M 0.01% 969
2018
Q4 		$5.12M Buy
36,563
+725
+2% +$119K ﹤0.01% 1092
2018
Q3 		$7.19M Buy
35,838
+1,056
+3% +$203K 0.01% 1031
2018
Q2 		$6.63M Buy
34,782
+2,272
+7% +$396K 0.01% 1058
2018
Q1 		$5.09M Buy
32,510
+3,332
+11% +$501K ﹤0.01% 1141
2017
Q4 		$4.12M Buy
29,178
+802
+3% +$100K ﹤0.01% 1181
2017
Q3 		$3.18M Buy
28,376
+905
+3% +$98.1K ﹤0.01% 1234
2017
Q2 		$2.86M Buy
27,471
+3,689
+16% +$380K ﹤0.01% 1235
2017
Q1 		$2.46M Buy
23,782
+4,510
+23% +$501K ﹤0.01% 1266
2016
Q4 		$2.15M Sell
19,272
-11,840
-38% -$1.28M ﹤0.01% 1259
2016
Q3 		$3.36M Buy
31,112
+500
+2% +$49K ﹤0.01% 1164
2016
Q2 		$2.71M Sell
30,612
-986
-3% -$87.9K ﹤0.01% 1245
2016
Q1 		$2.63M Sell
31,598
-5,086
-14% -$368K ﹤0.01% 1247
2015
Q4 		$3.24M Sell
36,684
-49,934
-58% -$4.53M ﹤0.01% 1224
2015
Q3 		$7.52M Sell
86,618
-29,935
-26% -$2.98M 0.01% 941
2015
Q2 		$13.3M Buy
116,553
+29,524
+34% +$3.35M 0.01% 810
2015
Q1 		$9.34M Sell
87,029
-94,476
-52% -$9.53M 0.01% 897
2014
Q4 		$18M Sell
181,505
-6,294
-3% -$670K 0.02% 727
2014
Q3 		$20.7M Buy
187,799
+10,000
+6% +$1.1M 0.02% 670
2014
Q2 		$18.7M Buy
177,799
+53,100
+43% +$5.07M 0.02% 699
2014
Q1 		$11.9M Buy
124,699
+15,300
+14% +$1.4M 0.01% 797
2013
Q4 		$10.8M Buy
109,399
+13,600
+14% +$1.28M 0.01% 810
2013
Q3 		$8.41M Sell
95,799
-36,505
-28% -$3.09M 0.01% 850
2013
Q2 		$10.1M Buy
+132,304
New +$9.82M 0.01% 759

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

UBS AM's WEX Position: Q2 2026 in Review

UBS AM reduced its WEX (WEX) stake by 4.6% in Q2 2026, selling an estimated $852K and leaving 119,877 shares worth $16.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

UBS AM first reported a position in WEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.6M in Q3 2024. 413 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • UBS AM held 119,877 shares of WEX worth $16.9M as of Q2 2026.
  • UBS AM sold 5,754 WEX shares in Q2 2026, an estimated $852K.
  • WEX made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1001 holding.
  • UBS AM first reported a position in WEX in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's WEX position peaked at $36.6M in Q3 2024.
  • 413 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.