Beaird Harris Wealth Management
FLEX icon

Beaird Harris Wealth Management’s Flex FLEX Stock Holding History

Beaird Harris Wealth Management’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
Q3 		$5.61K Hold
51
– – ﹤0.01% 436
2026
Q2 		$8.27K Hold
51
– – ﹤0.01% 406
2026
Q1 		$3.34K Hold
51
– – ﹤0.01% 449
2025
Q4 		$3.08K Hold
51
– – ﹤0.01% 489
2025
Q3 		$2.96K Buy
+51
New +$2.71K ﹤0.01% 476

Other funds holding FLEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Beaird Harris Wealth Management's FLEX Position: Q3 2026 in Review

Beaird Harris Wealth Management held its Flex (FLEX) position steady in Q3 2026 at 51 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Beaird Harris Wealth Management first reported a position in FLEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.27K in Q2 2026. 831 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Beaird Harris Wealth Management held 51 shares of Flex worth $5.61K as of Q3 2026.
  • Beaird Harris Wealth Management left its Flex share count unchanged in Q3 2026.
  • Flex made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q3 2026, its #436 holding.
  • Beaird Harris Wealth Management first reported a position in Flex in Q3 2025 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Flex position peaked at $8.27K in Q2 2026.
  • 831 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.