CVA Family Office’s Flex FLEX Stock Holding History

CVA Family Office’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	$94.3K	Buy	582 +10	+2%	+$1.21K	0.01%	481
2026 Q1	$37.4K	Buy	+572	New	+$36.6K	﹤0.01%	661
2025 Q2	–	Sell	-17	Closed	-$562	–	1340
2025 Q1	$562	Hold	17	–	–	﹤0.01%	1210
2024 Q4	$653	Hold	17	–	–	﹤0.01%	1165
2024 Q3	$568	Buy	+17	New	+$523	﹤0.01%	1180
2021 Q3	–	Sell	-166	Closed	-$2K	–	538
2021 Q2	$2K	Sell	166 -20	-11%	-$272	﹤0.01%	877
2021 Q1	$3K	Buy	+186	New	+$2.56K	﹤0.01%	672

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CVA Family Office's FLEX Position: Q2 2026 in Review

CVA Family Office increased its Flex (FLEX) stake by 1.7% in Q2 2026, buying an estimated $1.21K and bringing the position to 582 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #481.

CVA Family Office first reported a position in FLEX in Q1 2021 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

CVA Family Office held 582 shares of Flex worth $94.3K as of Q2 2026.
CVA Family Office bought 10 Flex shares in Q2 2026, an estimated $1.21K.
Flex made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #481 holding.
CVA Family Office first reported a position in Flex in Q1 2021 and has held it in 7 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.