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Chokshi & Queen Wealth Advisors’s Flex FLEX Stock Holding History

Chokshi & Queen 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 		$648K Hold
4,000
– – 0.3% 34
2026
Q1 		$262K Hold
4,000
– – 0.14% 50
2025
Q4 		$242K Hold
4,000
– – 0.13% 43
2025
Q3 		$232K Buy
+4,000
New +$212K 0.12% 55

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

Chokshi & Queen Wealth Advisors's FLEX Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its Flex (FLEX) position steady in Q2 2026 at 4,000 shares worth $648K. The position accounts for 0.3% of the portfolio, ranked #34.

Chokshi & Queen Wealth Advisors first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 4,000 shares of Flex worth $648K as of Q2 2026.
  • Chokshi & Queen Wealth Advisors left its Flex share count unchanged in Q2 2026.
  • Flex made up 0.3% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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