AWM
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Accredited Wealth Management’s Flex FLEX Stock Holding History

Accredited 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
2025
Q3 		$19K Buy
1,750
+1,423
+435% +$75.6K 0.01% 201
2025
Q2 		$16.3K Hold
327
– – 0.01% 211
2025
Q1 		$10.8K Buy
+327
New +$12.8K 0.01% 233

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Accredited Wealth Management's FLEX Position: Q3 2025 in Review

Accredited Wealth Management increased its Flex (FLEX) stake by 435% in Q3 2025, buying an estimated $75.6K and bringing the position to 1,750 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #201.

Accredited Wealth Management first reported a position in FLEX in Q1 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Accredited Wealth Management held 1,750 shares of Flex worth $19K as of Q3 2025.
  • Accredited Wealth Management bought 1,423 Flex shares in Q3 2025, an estimated $75.6K.
  • Flex made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #201 holding.
  • Accredited Wealth Management first reported a position in Flex in Q1 2025 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.