FIM
FLEX icon

Freedom Investment Management’s Flex FLEX Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-14,457
Closed -$722K – 340
2025
Q2 		$722K Sell
14,457
-3,787
-21% -$148K 0.06% 335
2025
Q1 		$604K Buy
18,244
+1,286
+8% +$50.4K 0.05% 371
2024
Q4 		$651K Sell
16,958
-3,961
-19% -$147K 0.05% 340
2024
Q3 		$699K Buy
20,919
+1,046
+5% +$32.2K 0.06% 331
2024
Q2 		$586K Sell
19,873
-7,493
-27% -$224K 0.05% 381
2024
Q1 		$783K Sell
27,366
-13,146
-32% -$345K 0.06% 316
2023
Q4 		$930K Sell
40,512
-6,704
-14% -$134K 0.08% 272
2023
Q3 		$960K Sell
47,216
-6,663
-12% -$135K 0.12% 216
2023
Q2 		$1.12M Buy
+53,879
New +$961K 0.13% 211
2023
Q1 		– Sell
-78,755
Closed -$1.27M – 726
2022
Q4 		$1.27M Sell
78,755
-20,669
-21% -$310K 0.14% 195
2022
Q3 		$1.25M Buy
+99,424
New +$1.27M 0.14% 184
2021
Q4 		– Sell
-37,529
Closed -$500K – 874
2021
Q3 		$500K Buy
37,529
+8,473
+29% +$114K 0.04% 506
2021
Q2 		$391K Sell
29,056
-6,314
-18% -$85.8K 0.03% 614
2021
Q1 		$488K Buy
35,370
+7,065
+25% +$97.3K 0.04% 536
2020
Q4 		$384K Buy
+28,305
New +$327K 0.04% 409
2016
Q3 		– Sell
-112,070
Closed -$997K – 909
2016
Q2 		$997K Sell
112,070
-610
-0.5% -$5.68K 0.07% 218
2016
Q1 		$1.02M Buy
112,680
+89,727
+391% +$721K 0.07% 207
2015
Q4 		$194K Buy
22,953
+16,055
+233% +$136K 0.01% 712
2015
Q3 		$439K Sell
6,898
-14,976
-68% -$122K 0.04% 352
2015
Q2 		$186K Sell
21,874
-1,147
-5% -$10.6K 0.02% 639
2015
Q1 		$220K Buy
23,021
+1,928
+9% +$16.9K 0.02% 565
2014
Q4 		$178K Sell
21,093
-269
-1% -$2.13K 0.02% 554
2014
Q3 		$166K Sell
21,362
-430
-2% -$3.51K 0.03% 460
2014
Q2 		$182K Buy
+21,792
New +$164K 0.03% 467

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Freedom Investment Management's FLEX Position: Q3 2025 in Review

Freedom Investment Management sold out of Flex (FLEX) in Q3 2025, closing a stake of 14,457 shares — an estimated $722K sold.

Freedom Investment Management first reported a position in FLEX in Q2 2014 and held it in 24 quarters. The position peaked at $1.27M in Q4 2022. 698 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Freedom Investment Management reported no remaining Flex position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 14,457 Flex shares in Q3 2025, an estimated $722K.
  • Freedom Investment Management first reported a position in Flex in Q2 2014 and held it in 24 quarters.
  • Freedom Investment Management's Flex position peaked at $1.27M in Q4 2022.
  • 698 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.