Focus Partners Wealth
FLEX icon

Focus Partners Wealth’s Flex FLEX Stock Holding History

Focus Partners 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 		$1.06M Sell
16,274
-1,705
-9% -$109K ﹤0.01% 1591
2025
Q4 		$1.09M Buy
17,979
+3,406
+23% +$210K ﹤0.01% 1604
2025
Q3 		$839K Sell
14,573
-2,846
-16% -$151K ﹤0.01% 1362
2025
Q2 		$870K Buy
17,419
+610
+4% +$23.8K ﹤0.01% 1203
2025
Q1 		$556K Sell
16,809
-4,456
-21% -$175K ﹤0.01% 1299
2024
Q4 		$816K Buy
21,265
+3,317
+18% +$123K ﹤0.01% 1130
2024
Q3 		$1.29M Buy
17,948
+8,248
+85% +$254K ﹤0.01% 883
2024
Q2 		$286K Buy
9,700
+1,879
+24% +$56.3K ﹤0.01% 1080
2024
Q1 		$224K Buy
+7,821
New +$205K ﹤0.01% 902

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

Focus Partners Wealth's FLEX Position: Q1 2026 in Review

Focus Partners Wealth reduced its Flex (FLEX) stake by 9.5% in Q1 2026, selling an estimated $109K and leaving 16,274 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Focus Partners Wealth first reported a position in FLEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2024. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Focus Partners Wealth held 16,274 shares of Flex worth $1.06M as of Q1 2026.
  • Focus Partners Wealth sold 1,705 Flex shares in Q1 2026, an estimated $109K.
  • Flex made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1591 holding.
  • Focus Partners Wealth first reported a position in Flex in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Flex position peaked at $1.29M in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.