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
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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's FLEX Position: Q1 2026 in Review

Advisor OS reduced its Flex (FLEX) stake by 6% in Q1 2026, selling an estimated $93.8K and leaving 22,972 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #135.

Advisor OS first reported a position in FLEX in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.77M in Q3 2023. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Advisor OS held 22,972 shares of Flex worth $1.5M as of Q1 2026.
  • Advisor OS sold 1,467 Flex shares in Q1 2026, an estimated $93.8K.
  • Flex made up 0.11% of Advisor OS's portfolio in Q1 2026, its #135 holding.
  • Advisor OS first reported a position in Flex in Q2 2023 and has held it in 9 quarters since.
  • Advisor OS's Flex position peaked at $1.77M in Q3 2023.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.