Financial Perspectives’s Flex FLEX Stock Holding History

Financial Perspectives’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	$79.4K	Hold	490	–	–	0.02%	268
2026 Q1	$32.1K	Hold	490	–	–	0.01%	378
2025 Q4	$29.6K	Hold	490	–	–	0.01%	384
2025 Q3	$28.4K	Hold	490	–	–	0.01%	393
2025 Q2	$24.5K	Hold	490	–	–	0.01%	395
2025 Q1	$16.2K	Hold	490	–	–	0.01%	436
2024 Q4	$18.8K	Hold	490	–	–	0.01%	415
2024 Q3	$16.4K	Hold	490	–	–	0.01%	415
2024 Q2	$14.4K	Hold	490	–	–	0.01%	424
2024 Q1	$14K	Sell	490 -160	-25%	-$4.2K	0.01%	427
2023 Q4	$14.9K	Hold	650	–	–	0.01%	417
2023 Q3	$13.2K	Hold	650	–	–	0.01%	412
2023 Q2	$13.5K	Hold	650	–	–	0.01%	415
2023 Q1	$11.3K	Hold	650	–	–	0.01%	433
2022 Q4	$10.5K	Hold	650	–	–	0.01%	436
2022 Q3	$8.16K	Hold	650	–	–	﹤0.01%	454
2022 Q2	$7.09K	Hold	650	–	–	﹤0.01%	482
2022 Q1	$9.09K	Hold	650	–	–	﹤0.01%	472
2021 Q4	$8.98K	Hold	650	–	–	﹤0.01%	452
2021 Q3	$8.66K	Sell	650 -2,685	-81%	-$36.1K	﹤0.01%	458
2021 Q2	$44.9K	Sell	3,335 -57,724	-95%	-$784K	0.02%	268
2021 Q1	$2.51M	Buy	61,059 +57,724	+1,731%	+$795K	0.12%	128
2020 Q4	$45.2K	Buy	3,335 +1,586	+91%	+$18.3K	0.03%	238
2020 Q3	$14.7K	Hold	1,749	–	–	0.01%	328
2020 Q2	$13.5K	Hold	1,749	–	–	0.01%	321
2020 Q1	$11K	Hold	1,749	–	–	0.01%	313
2019 Q4	$16.6K	Buy	+1,749	New	+$15.1K	0.01%	284

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 $3.37T AUM 44.26% 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

Financial Perspectives's FLEX Position: Q2 2026 in Review

Financial Perspectives held its Flex (FLEX) position steady in Q2 2026 at 490 shares worth $79.4K. The position accounts for 0.02% of the portfolio, ranked #268.

Financial Perspectives first reported a position in FLEX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.51M in Q1 2021. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Financial Perspectives held 490 shares of Flex worth $79.4K as of Q2 2026.
Financial Perspectives left its Flex share count unchanged in Q2 2026.
Flex made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #268 holding.
Financial Perspectives first reported a position in Flex in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Flex position peaked at $2.51M in Q1 2021.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.