Essential Partners’s Flex FLEX Stock Holding History

Essential 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	$72K	Hold	444	–	–	0.03%	512
2026 Q1	$29.1K	Sell	444 -10	-2%	-$640	0.01%	784
2025 Q4	$27.4K	Buy	+454	New	+$28K	0.01%	794

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

Essential Partners's FLEX Position: Q2 2026 in Review

Essential Partners held its Flex (FLEX) position steady in Q2 2026 at 444 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #512.

Essential Partners first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,115 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Essential Partners held 444 shares of Flex worth $72K as of Q2 2026.
Essential Partners left its Flex share count unchanged in Q2 2026.
Flex made up 0.03% of Essential Partners's portfolio in Q2 2026, its #512 holding.
Essential Partners first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
1,115 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.