Envestnet Portfolio Solutions
FLEX icon

Envestnet Portfolio Solutions’s Flex FLEX Stock Holding History

Envestnet Portfolio Solutions’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 		$931K Buy
5,743
+443
+8% +$53.7K ﹤0.01% 744
2026
Q1 		$347K Sell
5,300
-3,421
-39% -$219K ﹤0.01% 1048
2025
Q4 		$527K Sell
8,721
-3,057
-26% -$189K ﹤0.01% 1035
2025
Q3 		$683K Sell
11,778
-4,310
-27% -$229K ﹤0.01% 899
2025
Q2 		$803K Sell
16,088
-3,858
-19% -$150K ﹤0.01% 885
2025
Q1 		$660K Sell
19,946
-42,782
-68% -$1.68M ﹤0.01% 941
2024
Q4 		$2.41M Sell
62,728
-6,256
-9% -$232K 0.01% 603
2024
Q3 		$2.31M Buy
68,984
+2,858
+4% +$87.9K 0.01% 608
2024
Q2 		$1.95M Buy
66,126
+1,552
+2% +$46.5K 0.01% 651
2024
Q1 		$1.85M Sell
64,574
-51,204
-44% -$1.34M 0.01% 660
2023
Q4 		$2.66M Buy
115,778
+37,457
+48% +$750K 0.01% 517
2023
Q3 		$1.59M Buy
+78,321
New +$1.59M 0.01% 617

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

Envestnet Portfolio Solutions's FLEX Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Flex (FLEX) stake by 8.4% in Q2 2026, buying an estimated $53.7K and bringing the position to 5,743 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Envestnet Portfolio Solutions first reported a position in FLEX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.66M in Q4 2023. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,743 shares of Flex worth $931K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 443 Flex shares in Q2 2026, an estimated $53.7K.
  • Flex made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #744 holding.
  • Envestnet Portfolio Solutions first reported a position in Flex in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Flex position peaked at $2.66M in Q4 2023.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.