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Dynasty Wealth Management’s Flex FLEX Stock Holding History

Dynasty Wealth Management’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 		$6.6M Sell
40,696
-2,914
-7% -$353K 0.05% 75
2026
Q1 		$2.85M Sell
43,610
-1,004
-2% -$64.2K 0.02% 103
2025
Q4 		$2.7M Buy
44,614
+1,012
+2% +$62.5K 0.03% 114
2025
Q3 		$2.53M Buy
43,602
+19,388
+80% +$1.03M 0.03% 100
2025
Q2 		$1.21M Sell
24,214
-13,019
-35% -$507K 0.02% 123
2025
Q1 		$1.23M Buy
37,233
+276
+0.7% +$10.8K 0.02% 131
2024
Q4 		$1.42M Buy
36,957
+819
+2% +$30.3K 0.02% 119
2024
Q3 		$1.21M Buy
36,138
+2,489
+7% +$76.5K 0.04% 121
2024
Q2 		$992K Buy
33,649
+21,954
+188% +$657K 0.03% 135
2024
Q1 		$335K Buy
+11,695
New +$307K 0.01% 217

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

Dynasty Wealth Management's FLEX Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Flex (FLEX) stake by 6.7% in Q2 2026, selling an estimated $353K and leaving 40,696 shares worth $6.6M. The position accounts for 0.05% of the portfolio, ranked #75.

Dynasty Wealth Management first reported a position in FLEX in Q1 2024 and has held it in 10 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Dynasty Wealth Management held 40,696 shares of Flex worth $6.6M as of Q2 2026.
  • Dynasty Wealth Management sold 2,914 Flex shares in Q2 2026, an estimated $353K.
  • Flex made up 0.05% of Dynasty Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Dynasty Wealth Management first reported a position in Flex in Q1 2024 and has held it in 10 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.