Expressive Wealth’s Flex FLEX Stock Holding History

Expressive 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 Q1	–	Sell	-8,041	Closed	-$486K	–	147
2025 Q4	$486K	Buy	+8,041	New	+$497K	0.52%	57

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Expressive Wealth's FLEX Position: Q1 2026 in Review

Expressive Wealth sold out of Flex (FLEX) in Q1 2026, closing a stake of 8,041 shares — an estimated $486K sold.

Expressive Wealth first reported a position in FLEX in Q4 2025 and held it in 1 quarter. The position peaked at $486K in Q4 2025. 786 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

Expressive Wealth reported no remaining Flex position as of Q1 2026 after selling out during the quarter.
Expressive Wealth sold 8,041 Flex shares in Q1 2026, an estimated $486K.
Expressive Wealth first reported a position in Flex in Q4 2025 and held it in 1 quarter.
Expressive Wealth's Flex position peaked at $486K in Q4 2025.
786 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Expressive Wealth's 13F filing for Q1 2026, filed 11 May 2026.