Basecamp Wealth Advisors’s Flex FLEX Stock Holding History

Basecamp 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	$39.1K	Buy	241 +138	+134%	+$16.7K	0.01%	608
2026 Q1	$6.74K	Buy	+103	New	+$6.59K	﹤0.01%	1121

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

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

Basecamp Wealth Advisors increased its Flex (FLEX) stake by 134% in Q2 2026, buying an estimated $16.7K and bringing the position to 241 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #608.

Basecamp Wealth Advisors first reported a position in FLEX in Q1 2026 and has held it in 2 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Basecamp Wealth Advisors held 241 shares of Flex worth $39.1K as of Q2 2026.
Basecamp Wealth Advisors bought 138 Flex shares in Q2 2026, an estimated $16.7K.
Flex made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #608 holding.
Basecamp Wealth Advisors first reported a position in Flex in Q1 2026 and has held it in 2 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.