CTA
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Chesley Taft & Associates’s Flex FLEX Stock Holding History

Chesley Taft & Associates’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 		$1.12M Sell
6,892
-278
-4% -$33.7K 0.04% 212
2026
Q1 		$469K Buy
7,170
+274
+4% +$17.5K 0.02% 283
2025
Q4 		$417K Buy
6,896
+367
+6% +$22.7K 0.02% 301
2025
Q3 		$378K Buy
6,529
+83
+1% +$4.41K 0.02% 289
2025
Q2 		$322K Buy
+6,446
New +$251K 0.01% 292
2025
Q1 		– Sell
-7,765
Closed -$298K – 337
2024
Q4 		$298K Buy
+7,765
New +$287K 0.01% 291

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Chesley Taft & Associates's FLEX Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Flex (FLEX) stake by 3.9% in Q2 2026, selling an estimated $33.7K and leaving 6,892 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #212.

Chesley Taft & Associates first reported a position in FLEX in Q4 2024 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Chesley Taft & Associates held 6,892 shares of Flex worth $1.12M as of Q2 2026.
  • Chesley Taft & Associates sold 278 Flex shares in Q2 2026, an estimated $33.7K.
  • Flex made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #212 holding.
  • Chesley Taft & Associates first reported a position in Flex in Q4 2024 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.