AO
FLEX icon

Advisor OS’s Flex FLEX Stock Holding History

Advisor OS’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 		$2.39M Sell
14,768
-8,204
-36% -$995K 0.16% 95
2026
Q1 		$1.5M Sell
22,972
-1,467
-6% -$93.8K 0.11% 135
2025
Q4 		$1.48M Sell
24,439
-5,847
-19% -$361K 0.12% 118
2025
Q3 		$1.76M Buy
30,286
+7,136
+31% +$379K 0.15% 93
2025
Q2 		$1.16M Buy
23,150
+2,562
+12% +$99.8K 0.11% 124
2025
Q1 		$681K Buy
20,588
+813
+4% +$31.9K 0.08% 179
2024
Q4 		$759K Buy
19,775
+11,021
+126% +$408K 0.09% 154
2024
Q3 		$293K Buy
+8,754
New +$269K 0.03% 329
2023
Q4 		– Sell
-87,299
Closed -$1.77M – 345
2023
Q3 		$1.77M Buy
87,299
+62,325
+250% +$1.26M 0.27% 70
2023
Q2 		$520K Buy
+24,974
New +$445K 0.09% 197

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

Advisor OS's FLEX Position: Q2 2026 in Review

Advisor OS reduced its Flex (FLEX) stake by 36% in Q2 2026, selling an estimated $995K and leaving 14,768 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #95.

Advisor OS first reported a position in FLEX in Q2 2023 and has held it in 10 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Advisor OS held 14,768 shares of Flex worth $2.39M as of Q2 2026.
  • Advisor OS sold 8,204 Flex shares in Q2 2026, an estimated $995K.
  • Flex made up 0.16% of Advisor OS's portfolio in Q2 2026, its #95 holding.
  • Advisor OS first reported a position in Flex in Q2 2023 and has held it in 10 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.