AWM
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Activest Wealth Management’s Flex FLEX Stock Holding History

Activest 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 		$56.7K Buy
350
+2
+0.6% +$243 0.01% 256
2026
Q1 		$22.8K Hold
348
– – ﹤0.01% 491
2025
Q4 		$21K Buy
348
+214
+160% +$13.2K ﹤0.01% 499
2025
Q3 		$7.77K Hold
134
– – ﹤0.01% 567
2025
Q2 		$6.69K Hold
134
– – ﹤0.01% 509
2025
Q1 		$4.43K Hold
134
– – ﹤0.01% 530
2024
Q4 		$5.14K Hold
134
– – ﹤0.01% 371
2024
Q3 		$4.48K Hold
134
– – ﹤0.01% 371
2024
Q2 		$3.95K Sell
134
-157
-54% -$4.7K ﹤0.01% 361
2024
Q1 		$8.33K Buy
+291
New +$7.63K ﹤0.01% 228

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Activest Wealth Management increased its Flex (FLEX) stake by 0.57% in Q2 2026, buying an estimated $243 and bringing the position to 350 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #256.

Activest Wealth Management first reported a position in FLEX in Q1 2024 and has held it in 10 quarters since. 1,120 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Activest Wealth Management held 350 shares of Flex worth $56.7K as of Q2 2026.
  • Activest Wealth Management bought 2 Flex shares in Q2 2026, an estimated $243.
  • Flex made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Activest Wealth Management first reported a position in Flex in Q1 2024 and has held it in 10 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.