Evolve Private Wealth’s Flex FLEX Stock Holding History

Evolve Private Wealth’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	$6.29M	Sell	38,802 -3,328	-8%	-$404K	0.38%	44
2026 Q1	$2.76M	Buy	42,130 +713	+2%	+$45.6K	0.15%	132
2025 Q4	$2.5M	Buy	+41,417	New	+$2.56M	0.15%	125

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's FLEX Position: Q2 2026 in Review

Evolve Private Wealth reduced its Flex (FLEX) stake by 7.9% in Q2 2026, selling an estimated $404K and leaving 38,802 shares worth $6.29M. The position accounts for 0.38% of the portfolio, ranked #44.

Evolve Private Wealth first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Evolve Private Wealth held 38,802 shares of Flex worth $6.29M as of Q2 2026.
Evolve Private Wealth sold 3,328 Flex shares in Q2 2026, an estimated $404K.
Flex made up 0.38% of Evolve Private Wealth's portfolio in Q2 2026, its #44 holding.
Evolve Private Wealth first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.