UBS Group
WEX icon

UBS Group’s WEX WEX Stock Holding History

UBS Group’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
2019
Q1 		– Sell
-60,800
Closed -$8.52M – 8211
2018
Q4 		$8.52M Hold
60,800
– – ﹤0.01% 1699
2018
Q3 		$12.2M Sell
60,800
-6,600
-10% -$1.27M ﹤0.01% 1610
2018
Q2 		$12.8M Buy
+67,400
New +$11.8M 0.01% 1524

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 Group's WEX Position: Q2 2026 in Review

UBS Group increased its WEX (WEX) stake by 18% in Q2 2026, buying an estimated $7.79M and bringing the position to 342,363 shares worth $48.3M. The position accounts for 0.01% of the portfolio, ranked #1774.

UBS Group first reported a position in WEX in Q4 2014 and has held it in 47 quarters since. The position peaked at $68.4M in Q3 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • UBS Group held 342,363 shares of WEX worth $48.3M as of Q2 2026.
  • UBS Group bought 52,602 WEX shares in Q2 2026, an estimated $7.79M.
  • WEX made up 0.01% of UBS Group's portfolio in Q2 2026, its #1774 holding.
  • UBS Group first reported a position in WEX in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's WEX position peaked at $68.4M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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