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Avantax Planning Partners’s Flex FLEX Stock Holding History

Avantax Planning Partners’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 		$2.36M Hold
14,585
– – 0.06% 129
2026
Q1 		$955K Hold
14,585
– – 0.03% 198
2025
Q4 		$881K Hold
14,585
– – 0.02% 207
2025
Q3 		$845K Hold
14,585
– – 0.02% 211
2025
Q2 		$728K Hold
14,585
– – 0.02% 216
2025
Q1 		$482K Sell
14,585
-40
-0.3% -$1.57K 0.02% 265
2024
Q4 		$561K Hold
14,625
– – 0.02% 241
2024
Q3 		$489K Sell
14,625
-1,175
-7% -$36.1K 0.02% 261
2024
Q2 		$466K Sell
15,800
-138
-0.9% -$4.13K 0.02% 297
2024
Q1 		$456K Buy
+15,938
New +$418K 0.01% 304
2018
Q4 		– Sell
-438
Closed -$4K – 595
2018
Q3 		$4K Buy
+438
New +$4.58K ﹤0.01% 1157

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's FLEX Position: Q2 2026 in Review

Avantax Planning Partners held its Flex (FLEX) position steady in Q2 2026 at 14,585 shares worth $2.36M. The position accounts for 0.06% of the portfolio, ranked #129.

Avantax Planning Partners first reported a position in FLEX in Q3 2018 and has held it in 11 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Avantax Planning Partners held 14,585 shares of Flex worth $2.36M as of Q2 2026.
  • Avantax Planning Partners left its Flex share count unchanged in Q2 2026.
  • Flex made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #129 holding.
  • Avantax Planning Partners first reported a position in Flex in Q3 2018 and has held it in 11 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.