Creative Planning’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Buy |
205,773
+22,722
| +12% | +$1.45M | 0.01% | 569 |
|
|
2025
Q4 | $11.1M | Buy |
183,051
+5,487
| +3% | +$339K | 0.01% | 577 |
|
|
2025
Q3 | $10.3M | Buy |
177,564
+16,945
| +11% | +$900K | 0.01% | 545 |
|
|
2025
Q2 | $8.02M | Buy |
160,619
+15,256
| +10% | +$594K | 0.01% | 584 |
|
|
2025
Q1 | $4.81M | Buy |
145,363
+2,132
| +1% | +$83.5K | ﹤0.01% | 723 |
|
|
2024
Q4 | $5.5M | Buy |
143,231
+1,860
| +1% | +$68.8K | 0.01% | 633 |
|
|
2024
Q3 | $4.73M | Buy |
141,371
+839
| +0.6% | +$25.8K | ﹤0.01% | 659 |
|
|
2024
Q2 | $4.14M | Sell |
140,532
-566
| -0.4% | -$16.9K | ﹤0.01% | 691 |
|
|
2024
Q1 | $4.04M | Sell |
141,098
-51,308
| -27% | -$1.35M | ﹤0.01% | 686 |
|
|
2023
Q4 | $4.42M | Buy |
192,406
+1,425
| +0.7% | +$28.5K | 0.01% | 598 |
|
|
2023
Q3 | $3.88M | Buy |
190,981
+30
| +0% | +$608 | 0.01% | 602 |
|
|
2023
Q2 | $3.98M | Buy |
190,951
+1,834
| +1% | +$32.7K | 0.01% | 586 |
|
|
2023
Q1 | $3.28M | Buy |
189,117
+706
| +0.4% | +$12.2K | ﹤0.01% | 616 |
|
|
2022
Q4 | $3.05M | Sell |
188,411
-14,230
| -7% | -$214K | ﹤0.01% | 613 |
|
|
2022
Q3 | $2.54M | Buy |
202,641
+711
| +0.4% | +$9.09K | ﹤0.01% | 613 |
|
|
2022
Q2 | $2.2M | Buy |
201,930
+1,408
| +0.7% | +$17.4K | ﹤0.01% | 688 |
|
|
2022
Q1 | $2.8M | Sell |
200,522
-557
| -0.3% | -$7.12K | ﹤0.01% | 620 |
|
|
2021
Q4 | $2.78M | Buy |
201,079
+434
| +0.2% | +$5.87K | ﹤0.01% | 590 |
|
|
2021
Q3 | $2.67M | Sell |
200,645
-3,693
| -2% | -$49.6K | ﹤0.01% | 593 |
|
|
2021
Q2 | $2.75M | Sell |
204,338
-3,709
| -2% | -$50.4K | ﹤0.01% | 567 |
|
|
2021
Q1 | $2.87M | Buy |
208,047
+6,141
| +3% | +$84.6K | 0.01% | 579 |
|
|
2020
Q4 | $2.74M | Buy |
201,906
+394
| +0.2% | +$4.55K | 0.01% | 552 |
|
|
2020
Q3 | $1.69M | Buy |
201,512
+18,986
| +10% | +$155K | ﹤0.01% | 617 |
|
|
2020
Q2 | $1.41M | Sell |
182,526
-3,311
| -2% | -$23.9K | ﹤0.01% | 624 |
|
|
2020
Q1 | $1.17M | Buy |
185,837
+393
| +0.2% | +$3.4K | ﹤0.01% | 586 |
|
|
2019
Q4 | $1.76M | Buy |
185,444
+2,808
| +2% | +$24.2K | 0.01% | 558 |
|
|
2019
Q3 | $1.44M | Sell |
182,636
-6,968
| -4% | -$53.5K | ﹤0.01% | 603 |
|
|
2019
Q2 | $1.37M | Buy |
189,604
+489
| +0.3% | +$3.76K | ﹤0.01% | 632 |
|
|
2019
Q1 | $1.43M | Sell |
189,115
-6,965
| -4% | -$49.8K | 0.01% | 590 |
|
|
2018
Q4 | $1.12M | Buy |
196,080
+800
| +0.4% | +$5.59K | ﹤0.01% | 624 |
|
|
2018
Q3 | $1.93M | Sell |
195,280
-798
| -0.4% | -$8.35K | 0.01% | 490 |
|
|
2018
Q2 | $2.08M | Buy |
196,078
+2,534
| +1% | +$28.4K | 0.01% | 462 |
|
|
2018
Q1 | $2.38M | Buy |
193,544
+2,303
| +1% | +$31.4K | 0.01% | 423 |
|
|
2017
Q4 | $2.59M | Sell |
191,241
-69
| -0% | -$933 | 0.01% | 400 |
|
|
2017
Q3 | $2.39M | Sell |
191,310
-211
| -0.1% | -$2.6K | 0.01% | 410 |
|
|
2017
Q2 | $2.35M | Buy |
191,521
+990
| +0.5% | +$12.3K | 0.01% | 393 |
|
|
2017
Q1 | $2.41M | Sell |
190,531
-1,718
| -0.9% | -$20.6K | 0.01% | 367 |
|
|
2016
Q4 | $2.08M | Buy |
192,249
+1,521
| +0.8% | +$16.3K | 0.01% | 396 |
|
|
2016
Q3 | $1.96M | Buy |
190,728
+1,498
| +0.8% | +$14.5K | 0.01% | 386 |
|
|
2016
Q2 | $1.68M | Sell |
189,230
-3,559
| -2% | -$33.2K | 0.01% | 383 |
|
|
2016
Q1 | $1.75M | Buy |
192,789
+9,307
| +5% | +$74.8K | 0.01% | 342 |
|
|
2015
Q4 | $1.55M | Sell |
183,482
-1,645
| -0.9% | -$13.9K | 0.01% | 374 |
|
|
2015
Q3 | $1.47M | Buy |
185,127
+2,309
| +1% | +$18.8K | 0.01% | 367 |
|
|
2015
Q2 | $1.56M | Sell |
182,818
-2,247
| -1% | -$20.7K | 0.01% | 354 |
|
|
2015
Q1 | $1.77M | Sell |
185,065
-4,776
| -3% | -$41.9K | 0.02% | 311 |
|
|
2014
Q4 | $1.6M | Sell |
189,841
-4,882
| -3% | -$38.6K | 0.02% | 324 |
|
|
2014
Q3 | $1.51M | Buy |
194,723
+5,592
| +3% | +$45.7K | 0.02% | 299 |
|
|
2014
Q2 | $1.58M | Buy |
189,131
+13,587
| +8% | +$102K | 0.02% | 276 |
|
|
2014
Q1 | $1.22M | Buy |
175,544
+746
| +0.4% | +$4.82K | 0.02% | 316 |
|
|
2013
Q4 | $1.02M | Sell |
174,798
-132
| -0.1% | -$802 | 0.02% | 297 |
|
|
2013
Q3 | $1.2M | Sell |
174,930
-531
| -0.3% | -$3.5K | 0.02% | 234 |
|
|
2013
Q2 | $1.02M | Buy |
+175,461
| New | +$952K | 0.02% | 224 |
|
Other funds holding FLEX
VPM
VCM
Creative Planning's FLEX Position: Q1 2026 in Review
Creative Planning increased its Flex (FLEX) stake by 12% in Q1 2026, buying an estimated $1.45M and bringing the position to 205,773 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #569.
Creative Planning first reported a position in FLEX in Q2 2013 and has held it in 52 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.
- Creative Planning held 205,773 shares of Flex worth $13.5M as of Q1 2026.
- Creative Planning bought 22,722 Flex shares in Q1 2026, an estimated $1.45M.
- Flex made up 0.01% of Creative Planning's portfolio in Q1 2026, its #569 holding.
- Creative Planning first reported a position in Flex in Q2 2013 and has held it in 52 quarters since.
- 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.