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Covestor’s Omega Flex OFLX Stock Holding History

Covestor’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Buy
24
+5
+26% +$155 ﹤0.01% 2267
2026
Q1 		$1K Hold
19
– – ﹤0.01% 2107
2025
Q4 		$1K Buy
19
+2
+12% +$57 ﹤0.01% 2128
2025
Q3 		$1K Hold
17
– – ﹤0.01% 2142
2025
Q2 		$1K Sell
17
-12
-41% -$386 ﹤0.01% 2064
2025
Q1 		$1K Buy
29
+6
+26% +$233 ﹤0.01% 2058
2024
Q4 		$1K Buy
23
+6
+35% +$292 ﹤0.01% 2097
2024
Q3 		$1K Hold
17
– – ﹤0.01% 2056
2024
Q2 		$1K Buy
17
+5
+42% +$319 ﹤0.01% 2076
2024
Q1 		$1K Buy
12
+7
+140% +$497 ﹤0.01% 2054
2023
Q4 		$0 Buy
5
+1
+25% +$75 ﹤0.01% 2540
2023
Q3 		$0 Hold
4
– – ﹤0.01% 2526
2023
Q2 		$0 Sell
4
-2
-33% -$215 ﹤0.01% 2486
2023
Q1 		$1K Hold
6
– – ﹤0.01% 1883
2022
Q4 		$1K Buy
6
+1
+20% +$95 ﹤0.01% 1911
2022
Q3 		$1K Hold
5
– – ﹤0.01% 1831
2022
Q2 		$1K Buy
5
+3
+150% +$340 ﹤0.01% 1774
2022
Q1 		$0 Sell
2
-1
-33% -$139 ﹤0.01% 2331
2021
Q4 		$0 Buy
+3
New +$399 ﹤0.01% 2239

Other funds holding OFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Covestor's OFLX Position: Q2 2026 in Review

Covestor increased its Omega Flex (OFLX) stake by 26% in Q2 2026, buying an estimated $155 and bringing the position to 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Covestor first reported a position in OFLX in Q4 2021 and has held it in 19 quarters since. 48 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • Covestor held 24 shares of Omega Flex worth $1K as of Q2 2026.
  • Covestor bought 5 Omega Flex shares in Q2 2026, an estimated $155.
  • Omega Flex made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2267 holding.
  • Covestor first reported a position in Omega Flex in Q4 2021 and has held it in 19 quarters since.
  • 48 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.