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Atria Investments’s Flex FLEX Stock Holding History

Atria Investments’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 		$3.5M Sell
53,437
-5,517
-9% -$353K 0.04% 489
2025
Q4 		$3.56M Sell
58,954
-15,988
-21% -$988K 0.04% 492
2025
Q3 		$4.34M Buy
74,942
+2,033
+3% +$108K 0.05% 436
2025
Q2 		$3.64M Sell
72,909
-9,201
-11% -$359K 0.04% 499
2025
Q1 		$2.72M Buy
82,110
+5,190
+7% +$203K 0.03% 582
2024
Q4 		$2.95M Sell
76,920
-6,974
-8% -$258K 0.04% 533
2024
Q3 		$2.8M Sell
83,894
-3,227
-4% -$99.2K 0.03% 555
2024
Q2 		$2.57M Buy
87,121
+3,277
+4% +$98.1K 0.03% 556
2024
Q1 		$2.4M Buy
+83,844
New +$2.2M 0.03% 585
2020
Q1 		– Sell
-14,126
Closed -$134K – 757
2019
Q4 		$134K Buy
+14,126
New +$122K ﹤0.01% 1174

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

Atria Investments's FLEX Position: Q1 2026 in Review

Atria Investments reduced its Flex (FLEX) stake by 9.4% in Q1 2026, selling an estimated $353K and leaving 53,437 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #489.

Atria Investments first reported a position in FLEX in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.34M in Q3 2025. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Atria Investments held 53,437 shares of Flex worth $3.5M as of Q1 2026.
  • Atria Investments sold 5,517 Flex shares in Q1 2026, an estimated $353K.
  • Flex made up 0.04% of Atria Investments's portfolio in Q1 2026, its #489 holding.
  • Atria Investments first reported a position in Flex in Q4 2019 and has held it in 10 quarters since.
  • Atria Investments's Flex position peaked at $4.34M in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.