BWL
FLEX icon

Bogart Wealth LLC’s Flex FLEX Stock Holding History

Bogart Wealth LLC’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 		$19.4K Buy
120
+95
+380% +$11.5K ﹤0.01% 811
2026
Q1 		$1.64K Buy
+25
New +$1.6K ﹤0.01% 1319
2025
Q2 		– Sell
-50
Closed -$1.65K – 1484
2025
Q1 		$1.65K Sell
50
-45
-47% -$1.76K ﹤0.01% 1105
2024
Q4 		$3.65K Buy
95
+45
+90% +$1.67K ﹤0.01% 960
2024
Q3 		$1.67K Buy
+50
New +$1.54K ﹤0.01% 988
2021
Q3 		– Sell
-364
Closed -$5K – 734
2021
Q2 		$5K Hold
364
– – ﹤0.01% 513
2021
Q1 		$5K Buy
+364
New +$5.01K ﹤0.01% 473

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

Bogart Wealth LLC's FLEX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Flex (FLEX) stake by 380% in Q2 2026, buying an estimated $11.5K and bringing the position to 120 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Bogart Wealth LLC first reported a position in FLEX in Q1 2021 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Bogart Wealth LLC held 120 shares of Flex worth $19.4K as of Q2 2026.
  • Bogart Wealth LLC bought 95 Flex shares in Q2 2026, an estimated $11.5K.
  • Flex made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #811 holding.
  • Bogart Wealth LLC first reported a position in Flex in Q1 2021 and has held it in 7 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.