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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's FLEX Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its Flex (FLEX) position steady in Q1 2026 at 4,000 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #50.

Chokshi & Queen Wealth Advisors first reported a position in FLEX in Q3 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 4,000 shares of Flex worth $262K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors left its Flex share count unchanged in Q1 2026.
  • Flex made up 0.14% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Flex in Q3 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.