Chevy Chase Trust
FLEX icon

Chevy Chase Trust’s Flex FLEX Stock Holding History

Chevy Chase Trust’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 		$28.8M Buy
+177,611
New +$21.5M 0.07% 224
2013
Q4 		– Sell
-20,710
Closed -$142K – 653
2013
Q3 		$142K Sell
20,710
-940
-4% -$6.19K ﹤0.01% 639
2013
Q2 		$126K Buy
+21,650
New +$118K ﹤0.01% 637

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

Chevy Chase Trust's FLEX Position: Q2 2026 in Review

Chevy Chase Trust opened a new position in Flex (FLEX) in Q2 2026: 177,611 shares worth $28.8M. The stake represents 0.07% of the portfolio and ranks #224 among its holdings. This is a return to the name: Chevy Chase Trust previously reported a position in FLEX as recently as Q3 2013.

Chevy Chase Trust first reported a position in FLEX in Q2 2013 and has held it in 3 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Chevy Chase Trust held 177,611 shares of Flex worth $28.8M as of Q2 2026.
  • Flex was a new Chevy Chase Trust position in Q2 2026.
  • Flex made up 0.07% of Chevy Chase Trust's portfolio in Q2 2026, its #224 holding.
  • Chevy Chase Trust first reported a position in Flex in Q2 2013 and has held it in 3 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.