James T. Borello RIA’s WEX WEX Stock Holding History

James T. Borello RIA’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	-1	Closed	-$153	–	1296
2026 Q1	$153	Sell	1 -3	-75%	-$469	﹤0.01%	1135
2025 Q4	$596	Buy	+4	New	+$603	﹤0.01%	926

Other funds holding WEX

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

James T. Borello RIA's WEX Position: Q2 2026 in Review

James T. Borello RIA sold out of WEX (WEX) in Q2 2026, closing a stake of 1 share — an estimated $153 sold.

James T. Borello RIA first reported a position in WEX in Q4 2025 and held it in 2 quarters. The position peaked at $596 in Q4 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

James T. Borello RIA reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 1 WEX share in Q2 2026, an estimated $153.
James T. Borello RIA first reported a position in WEX in Q4 2025 and held it in 2 quarters.
James T. Borello RIA's WEX position peaked at $596 in Q4 2025.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.