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Curio Wealth’s Flex FLEX Stock Holding History

Curio Wealth’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 		– Sell
-7
Closed -$458 – 457
2026
Q1 		$458 Buy
+7
New +$448 ﹤0.01% 525

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

Curio Wealth's FLEX Position: Q2 2026 in Review

Curio Wealth sold out of Flex (FLEX) in Q2 2026, closing a stake of 7 shares — an estimated $458 sold.

Curio Wealth first reported a position in FLEX in Q1 2026 and held it in 1 quarter. The position peaked at $458 in Q1 2026. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Curio Wealth reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 7 Flex shares in Q2 2026, an estimated $458.
  • Curio Wealth first reported a position in Flex in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Flex position peaked at $458 in Q1 2026.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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