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Essential Partners’s Omega Flex OFLX Stock Holding History

Essential Partners’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.02K Buy
128
+30
+31% +$932 ﹤0.01% 1636
2026
Q1 		$3.04K Buy
98
+2
+2% +$66 ﹤0.01% 1815
2025
Q4 		$2.83K Sell
96
-166
-63% -$4.74K ﹤0.01% 1673
2025
Q3 		$8.17K Buy
262
+206
+368% +$6.98K ﹤0.01% 1243
2025
Q2 		$1.81K Buy
+56
New +$1.8K ﹤0.01% 1343

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Essential Partners's OFLX Position: Q2 2026 in Review

Essential Partners increased its Omega Flex (OFLX) stake by 31% in Q2 2026, buying an estimated $932 and bringing the position to 128 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Essential Partners first reported a position in OFLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.17K in Q3 2025. 110 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • Essential Partners held 128 shares of Omega Flex worth $4.02K as of Q2 2026.
  • Essential Partners bought 30 Omega Flex shares in Q2 2026, an estimated $932.
  • Omega Flex made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1636 holding.
  • Essential Partners first reported a position in Omega Flex in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Omega Flex position peaked at $8.17K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

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