Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s WEX WEX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.11M Buy
7,865
+348
+5% +$51.6K ﹤0.01% 1522
2026
Q1 		$1.15M Sell
7,517
-4,041
-35% -$632K ﹤0.01% 1462
2025
Q4 		$1.72M Buy
11,558
+769
+7% +$116K ﹤0.01% 1307
2025
Q3 		$1.7M Buy
10,789
+4,535
+73% +$750K ﹤0.01% 1359
2025
Q2 		$919K Buy
6,254
+2,860
+84% +$384K ﹤0.01% 1514
2025
Q1 		$533K Buy
+3,394
New +$559K ﹤0.01% 1632

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 $3.38T AUM 44.17% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WEX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its WEX (WEX) stake by 4.6% in Q2 2026, buying an estimated $51.6K and bringing the position to 7,865 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 7,865 shares of WEX worth $1.11M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 348 WEX shares in Q2 2026, an estimated $51.6K.
  • WEX made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1522 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in WEX in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's WEX position peaked at $1.72M in Q4 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.