Portside Wealth Group, LLC

Position in WEX — WEX Inc.

CIK 1978608 Provo, UT

Position in WEX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$276,394

-$22,492 QoQ

Shares Held

1,959

+0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#274

of 410 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Portside Wealth Group, LLC holds $29,697,458 across 17 Software - Infrastructure names. WEX ranks #14 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	43,724	$16,309,926
2	ORCL	Oracle Corp	36,778	$5,389,815
3	PLTR	Palantir Technologies Inc.	11,791	$1,375,655
4	PANW	Palo Alto Networks Inc	3,219	$1,097,742
5	RBRK	Rubrik, Inc.	9,332	$749,172
6	XYZ	Block, Inc.	9,627	$731,652
7	NET	Cloudflare, Inc.	2,598	$637,237
8	FTNT	Fortinet, Inc.	4,092	$628,612

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,394	1,959	+0.3%	Shares	Other	2026-07-14
2026-03-31	$298,886	1,953	-0.3%	Shares	Other	2026-05-12
2025-12-31	$291,702	1,958	-32.9%	Shares	Other	2026-01-21
2025-09-30	$459,672	2,918	-0.6%	Shares	Other	2025-11-05
2025-06-30	$431,121	2,935	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$459,597	2,927	-0.4%	Shares	Other	2025-04-14
2024-12-31	$515,090	2,938	-0.3%	Shares	Other	2025-04-14
2024-09-30	$618,283	2,948	+0.4%	Shares	Other	2024-10-31
2024-06-30	$520,083	2,936	+0.7%	Shares	Other	2024-07-18
2024-03-31	$692,875	2,917	-0.0%	Shares	Other	2024-04-17
2023-12-31	$567,696	2,918	-0.4%	Shares	Other	2024-01-16
2023-09-30	$550,915	2,929	+1.1%	Shares	Other	2023-10-27
2023-06-30	$527,456	2,897	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.