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Daymark Wealth Partners’s Flex FLEX Stock Holding History

Daymark Wealth Partners’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 		$3.29M Sell
20,290
-15,709
-44% -$1.91M 0.08% 180
2026
Q1 		$2.36M Sell
35,999
-101
-0.3% -$6.46K 0.07% 188
2025
Q4 		$2.18M Buy
36,100
+4,628
+15% +$286K 0.07% 182
2025
Q3 		$1.82M Buy
31,472
+4,069
+15% +$216K 0.06% 201
2025
Q2 		$1.37M Buy
+27,403
New +$1.07M 0.05% 224

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

Daymark Wealth Partners's FLEX Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Flex (FLEX) stake by 44% in Q2 2026, selling an estimated $1.91M and leaving 20,290 shares worth $3.29M. The position accounts for 0.08% of the portfolio, ranked #180.

Daymark Wealth Partners first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Daymark Wealth Partners held 20,290 shares of Flex worth $3.29M as of Q2 2026.
  • Daymark Wealth Partners sold 15,709 Flex shares in Q2 2026, an estimated $1.91M.
  • Flex made up 0.08% of Daymark Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Daymark Wealth Partners first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.