Arkadios Wealth Advisors’s Flex FLEX Stock Holding History

Arkadios Wealth Advisors’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	$2.56M	Sell	15,783 -1,189	-7%	-$144K	0.04%	449
2026 Q1	$1.11M	Sell	16,972 -520	-3%	-$33.3K	0.02%	744
2025 Q4	$1.06M	Sell	17,492 -466	-3%	-$28.8K	0.02%	673
2025 Q3	$1.04M	Buy	17,958 +5,811	+48%	+$309K	0.03%	620
2025 Q2	$606K	Buy	+12,147	New	+$473K	0.02%	774

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arkadios Wealth Advisors's FLEX Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Flex (FLEX) stake by 7% in Q2 2026, selling an estimated $144K and leaving 15,783 shares worth $2.56M. The position accounts for 0.04% of the portfolio, ranked #449.

Arkadios Wealth Advisors first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Arkadios Wealth Advisors held 15,783 shares of Flex worth $2.56M as of Q2 2026.
Arkadios Wealth Advisors sold 1,189 Flex shares in Q2 2026, an estimated $144K.
Flex made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #449 holding.
Arkadios Wealth Advisors first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.