EWA
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EverSource Wealth Advisors’s Flex FLEX Stock Holding History

EverSource Wealth Advisors’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
Q1 		$316K Sell
4,827
-78
-2% -$4.99K 0.01% 824
2025
Q4 		$296K Buy
4,905
+45
+0.9% +$2.78K 0.01% 762
2025
Q3 		$282K Buy
4,860
+2,214
+84% +$118K 0.01% 747
2025
Q2 		$132K Buy
2,646
+1,031
+64% +$40.2K 0.01% 1060
2025
Q1 		$53.4K Buy
1,615
+62
+4% +$2.43K ﹤0.01% 1206
2024
Q4 		$59.6K Buy
1,553
+704
+83% +$26.1K ﹤0.01% 1108
2024
Q3 		$28.4K Buy
849
+1
+0.1% +$31 ﹤0.01% 1311
2024
Q2 		$27.3K Buy
848
+39
+5% +$1.17K ﹤0.01% 1360
2024
Q1 		$23.2K Sell
809
-217
-21% -$5.69K ﹤0.01% 1289
2023
Q4 		$23.5K Buy
1,026
+61
+6% +$1.22K ﹤0.01% 1164
2023
Q3 		$19.6K Buy
965
+929
+2,581% +$18.8K ﹤0.01% 1133
2023
Q2 		$746 Buy
+36
New +$642 ﹤0.01% 2285

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's FLEX Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Flex (FLEX) stake by 1.6% in Q1 2026, selling an estimated $4.99K and leaving 4,827 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #824.

EverSource Wealth Advisors first reported a position in FLEX in Q2 2023 and has held it in 12 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • EverSource Wealth Advisors held 4,827 shares of Flex worth $316K as of Q1 2026.
  • EverSource Wealth Advisors sold 78 Flex shares in Q1 2026, an estimated $4.99K.
  • Flex made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #824 holding.
  • EverSource Wealth Advisors first reported a position in Flex in Q2 2023 and has held it in 12 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.