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Clearstead Advisors’s Flex FLEX Stock Holding History

Clearstead 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 		$15.6K Buy
96
+5
+5% +$606 ﹤0.01% 1860
2026
Q1 		$5.96K Sell
91
-1,198
-93% -$76.6K ﹤0.01% 1714
2025
Q4 		$77.9K Buy
1,289
+767
+147% +$47.4K ﹤0.01% 1202
2025
Q3 		$30.3K Sell
522
-34
-6% -$1.81K ﹤0.01% 1459
2025
Q2 		$27.8K Buy
+556
New +$21.7K ﹤0.01% 1493
2025
Q1 		– Sell
-547
Closed -$21K – 2246
2024
Q4 		$21K Sell
547
-1,565
-74% -$57.9K ﹤0.01% 1375
2024
Q3 		$70.6K Sell
2,112
-590
-22% -$18.1K ﹤0.01% 1121
2024
Q2 		$79.7K Buy
2,702
+967
+56% +$28.9K ﹤0.01% 1053
2024
Q1 		$49.6K Buy
+1,735
New +$45.5K ﹤0.01% 763
2023
Q4 		– Sell
-632
Closed -$12.8K – 1574
2023
Q3 		$12.8K Buy
+632
New +$12.8K ﹤0.01% 1084
2022
Q3 		– Sell
-763
Closed -$8K – 1287
2022
Q2 		$8K Hold
763
– – ﹤0.01% 948
2022
Q1 		$11K Sell
763
-1,107
-59% -$14.1K ﹤0.01% 974
2021
Q4 		$26K Buy
1,870
+128
+7% +$1.73K ﹤0.01% 763
2021
Q3 		$23K Buy
1,742
+1,629
+1,442% +$21.9K ﹤0.01% 765
2021
Q2 		$2K Hold
113
– – ﹤0.01% 1044
2021
Q1 		$2K Buy
+113
New +$1.56K ﹤0.01% 961
2020
Q4 		– Sell
-40
Closed – – 990
2020
Q3 		$0 Buy
+40
New +$326 ﹤0.01% 899

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

Clearstead Advisors's FLEX Position: Q2 2026 in Review

Clearstead Advisors increased its Flex (FLEX) stake by 5.5% in Q2 2026, buying an estimated $606 and bringing the position to 96 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Clearstead Advisors first reported a position in FLEX in Q3 2020 and has held it in 17 quarters since. The position peaked at $79.7K in Q2 2024. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Clearstead Advisors held 96 shares of Flex worth $15.6K as of Q2 2026.
  • Clearstead Advisors bought 5 Flex shares in Q2 2026, an estimated $606.
  • Flex made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1860 holding.
  • Clearstead Advisors first reported a position in Flex in Q3 2020 and has held it in 17 quarters since.
  • Clearstead Advisors's Flex position peaked at $79.7K in Q2 2024.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.