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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
Q2 		$7.62M Sell
47,015
-6,422
-12% -$779K 0.08% 281
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Atria Investments's FLEX Position: Q2 2026 in Review

Atria Investments reduced its Flex (FLEX) stake by 12% in Q2 2026, selling an estimated $779K and leaving 47,015 shares worth $7.62M. The position accounts for 0.08% of the portfolio, ranked #281.

Atria Investments first reported a position in FLEX in Q4 2019 and has held it in 11 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Atria Investments held 47,015 shares of Flex worth $7.62M as of Q2 2026.
  • Atria Investments sold 6,422 Flex shares in Q2 2026, an estimated $779K.
  • Flex made up 0.08% of Atria Investments's portfolio in Q2 2026, its #281 holding.
  • Atria Investments first reported a position in Flex in Q4 2019 and has held it in 11 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.