Abound Wealth Management’s Flex FLEX Stock Holding History

Abound Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.1K	Buy	161 +1	+0.6%	+$121	0.01%	329
2026 Q1	$10.5K	Hold	160	–	–	﹤0.01%	535
2025 Q4	$9.67K	Hold	160	–	–	﹤0.01%	511
2025 Q3	$9.28K	Hold	160	–	–	﹤0.01%	506
2025 Q2	$7.99K	Hold	160	–	–	﹤0.01%	482
2025 Q1	$5.29K	Hold	160	–	–	﹤0.01%	523
2024 Q4	$6.14K	Hold	160	–	–	﹤0.01%	486
2024 Q3	$5.35K	Hold	160	–	–	﹤0.01%	536
2024 Q2	$4.72K	Hold	160	–	–	﹤0.01%	515
2024 Q1	$4.58K	Buy	+160	New	+$4.2K	﹤0.01%	547

Other funds holding FLEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Abound Wealth Management's FLEX Position: Q2 2026 in Review

Abound Wealth Management increased its Flex (FLEX) stake by 0.63% in Q2 2026, buying an estimated $121 and bringing the position to 161 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #329.

Abound Wealth Management first reported a position in FLEX in Q1 2024 and has held it in 10 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Abound Wealth Management held 161 shares of Flex worth $26.1K as of Q2 2026.
Abound Wealth Management bought 1 Flex share in Q2 2026, an estimated $121.
Flex made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #329 holding.
Abound Wealth Management first reported a position in Flex in Q1 2024 and has held it in 10 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.