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
Q2 		$3.69M Buy
22,778
+6,504
+40% +$789K ﹤0.01% 1084
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 $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 $3.37T AUM 44.26% 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

Focus Partners Wealth's FLEX Position: Q2 2026 in Review

Focus Partners Wealth increased its Flex (FLEX) stake by 40% in Q2 2026, buying an estimated $789K and bringing the position to 22,778 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Focus Partners Wealth first reported a position in FLEX in Q1 2024 and has held it in 10 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Focus Partners Wealth held 22,778 shares of Flex worth $3.69M as of Q2 2026.
  • Focus Partners Wealth bought 6,504 Flex shares in Q2 2026, an estimated $789K.
  • Flex made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1084 holding.
  • Focus Partners Wealth first reported a position in Flex in Q1 2024 and has held it in 10 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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