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
Q2 		$398K Sell
2,454
-2,373
-49% -$288K 0.01% 662
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 $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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's FLEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Flex (FLEX) stake by 49% in Q2 2026, selling an estimated $288K and leaving 2,454 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #662.

EverSource Wealth Advisors first reported a position in FLEX in Q2 2023 and has held it in 13 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • EverSource Wealth Advisors held 2,454 shares of Flex worth $398K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,373 Flex shares in Q2 2026, an estimated $288K.
  • Flex made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #662 holding.
  • EverSource Wealth Advisors first reported a position in Flex in Q2 2023 and has held it in 13 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.