Position in WEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$35,413
-$2,847 QoQ
Shares Held
251
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#328
of 410 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. WEX ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,690 | $5,106,643 | |
| 2 | ORCL |
Oracle Corp
|
4,318 | $632,802 | |
| 3 | FTNT |
Fortinet, Inc.
|
2,430 | $373,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,792 | $341,886 | |
| 5 | PANW |
Palo Alto Networks Inc
|
671 | $228,824 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
397 | $46,317 | |
| 7 | WEX |
WEX Inc.
This page
|
251 | $35,413 | |
| 8 | SNPS |
Synopsys Inc
|
45 | $20,073 |
All Filings in WEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,413 | 251 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $38,260 | 250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $37,245 | 250 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $39,382 | 250 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $36,722 | 250 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $39,255 | 250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $56,979 | 325 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $68,162 | 325 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $57,570 | 325 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $77,197 | 325 | Shares | Sole | 2024-05-09 | |
| 2021-12-31 | $2,527 | 18 | Shares | Sole | 2022-02-09 | |
| 2020-03-31 | $627 | 6 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||