EI
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Ellevest Inc’s Flex FLEX Stock Holding History

Ellevest Inc’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 		$224K Buy
+1,380
New +$167K 0.03% 428
2023
Q2 		– Sell
-214
Closed -$3.71K – 798
2023
Q1 		$3.71K Hold
214
– – ﹤0.01% 1292
2022
Q4 		$3.46K Sell
214
-1,150
-84% -$17.3K ﹤0.01% 1271
2022
Q3 		$17K Buy
+1,364
New +$17.4K ﹤0.01% 854

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

Ellevest Inc's FLEX Position: Q2 2026 in Review

Ellevest Inc opened a new position in Flex (FLEX) in Q2 2026: 1,380 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #428 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in FLEX as recently as Q1 2023.

Ellevest Inc first reported a position in FLEX in Q3 2022 and has held it in 4 quarters since. 1,120 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Ellevest Inc held 1,380 shares of Flex worth $224K as of Q2 2026.
  • Flex was a new Ellevest Inc position in Q2 2026.
  • Flex made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #428 holding.
  • Ellevest Inc first reported a position in Flex in Q3 2022 and has held it in 4 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.