Aprio Wealth Management’s Flex FLEX Stock Holding History

Aprio 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 Q3	–	Sell	-1,716	Closed	-$278K	–	657
2026 Q2	$278K	Buy	+1,716	New	+$208K	0.01%	536

Other funds holding FLEX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aprio Wealth Management's FLEX Position: Q3 2026 in Review

Aprio Wealth Management sold out of Flex (FLEX) in Q3 2026, closing a stake of 1,716 shares — an estimated $278K sold.

Aprio Wealth Management first reported a position in FLEX in Q2 2026 and held it in 1 quarter. The position peaked at $278K in Q2 2026. 575 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Aprio Wealth Management reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
Aprio Wealth Management sold 1,716 Flex shares in Q3 2026, an estimated $278K.
Aprio Wealth Management first reported a position in Flex in Q2 2026 and held it in 1 quarter.
Aprio Wealth Management's Flex position peaked at $278K in Q2 2026.
575 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.