AWM
FLEX icon

AE Wealth Management’s Flex FLEX Stock Holding History

AE 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
Q1 		$2.76M Buy
42,174
+35,231
+507% +$2.25M 0.01% 554
2025
Q4 		$419K Buy
6,943
+1,179
+20% +$72.8K ﹤0.01% 1138
2025
Q3 		$334K Sell
5,764
-915
-14% -$48.6K ﹤0.01% 1142
2025
Q2 		$333K Sell
6,679
-361
-5% -$14.1K ﹤0.01% 1074
2025
Q1 		$233K Buy
+7,040
New +$276K ﹤0.01% 1212
2023
Q4 		– Sell
-11,069
Closed -$225K – 2095
2023
Q3 		$225K Sell
11,069
-139
-1% -$2.82K ﹤0.01% 1737
2023
Q2 		$233K Buy
+11,208
New +$200K ﹤0.01% 1692
2021
Q3 		– Sell
-47,696
Closed -$642K – 1664
2021
Q2 		$642K Buy
47,696
+9,320
+24% +$127K 0.01% 1036
2021
Q1 		$530K Buy
+38,376
New +$529K 0.01% 1003

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

AE Wealth Management's FLEX Position: Q1 2026 in Review

AE Wealth Management increased its Flex (FLEX) stake by 507% in Q1 2026, buying an estimated $2.25M and bringing the position to 42,174 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #554.

AE Wealth Management first reported a position in FLEX in Q1 2021 and has held it in 9 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • AE Wealth Management held 42,174 shares of Flex worth $2.76M as of Q1 2026.
  • AE Wealth Management bought 35,231 Flex shares in Q1 2026, an estimated $2.25M.
  • Flex made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #554 holding.
  • AE Wealth Management first reported a position in Flex in Q1 2021 and has held it in 9 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.