CX Institutional’s Flex FLEX Stock Holding History

CX Institutional’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	$38K	Sell	233 -797	-77%	-$96.7K	﹤0.01%	1026
2026 Q1	$67K	Buy	1,030 +152	+17%	+$9.72K	﹤0.01%	921
2025 Q4	$53K	Hold	878	–	–	﹤0.01%	961
2025 Q3	$51K	Hold	878	–	–	﹤0.01%	932
2025 Q2	$44K	Hold	878	–	–	﹤0.01%	873
2025 Q1	$29K	Buy	+878	New	+$34.4K	﹤0.01%	912
2022 Q3	–	Sell	-1,151	Closed	-$13K	–	709
2022 Q2	$13K	Buy	+1,151	New	+$14.3K	﹤0.01%	910
2021 Q4	–	Sell	-1,151	Closed	-$15K	–	546
2021 Q3	$15K	Hold	1,151	–	–	﹤0.01%	781
2021 Q2	$15K	Hold	1,151	–	–	﹤0.01%	777
2021 Q1	$16K	Hold	1,151	–	–	﹤0.01%	705
2020 Q4	$16K	Hold	1,151	–	–	﹤0.01%	653
2020 Q3	$10K	Hold	1,151	–	–	﹤0.01%	669
2020 Q2	$9K	Hold	1,151	–	–	﹤0.01%	576
2020 Q1	$7K	Hold	1,151	–	–	﹤0.01%	499
2019 Q4	$11K	Hold	1,151	–	–	﹤0.01%	422
2019 Q3	$9K	Buy	+1,151	New	+$8.85K	﹤0.01%	476
2019 Q2	–	Sell	-1,151	Closed	-$9K	–	966
2019 Q1	$9K	Hold	1,151	–	–	﹤0.01%	471
2018 Q4	$7K	Buy	+1,151	New	+$8.04K	﹤0.01%	373

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

CX Institutional's FLEX Position: Q2 2026 in Review

CX Institutional reduced its Flex (FLEX) stake by 77% in Q2 2026, selling an estimated $96.7K and leaving 233 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

CX Institutional first reported a position in FLEX in Q4 2018 and has held it in 18 quarters since. The position peaked at $67K in Q1 2026. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

CX Institutional held 233 shares of Flex worth $38K as of Q2 2026.
CX Institutional sold 797 Flex shares in Q2 2026, an estimated $96.7K.
Flex made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1026 holding.
CX Institutional first reported a position in Flex in Q4 2018 and has held it in 18 quarters since.
CX Institutional's Flex position peaked at $67K in Q1 2026.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.