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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
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
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

Arkadios Wealth Advisors's FLEX Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Flex (FLEX) stake by 3% in Q1 2026, selling an estimated $33.3K and leaving 16,972 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #744.

Arkadios Wealth Advisors first reported a position in FLEX in Q2 2025 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Arkadios Wealth Advisors held 16,972 shares of Flex worth $1.11M as of Q1 2026.
  • Arkadios Wealth Advisors sold 520 Flex shares in Q1 2026, an estimated $33.3K.
  • Flex made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #744 holding.
  • Arkadios Wealth Advisors first reported a position in Flex in Q2 2025 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.