GI
FLEX icon

Gradient Investments’s Flex FLEX Stock Holding History

Gradient Investments’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 		– Sell
-220,241
Closed -$14.4M – 455
2026
Q1 		$14.4M Buy
220,241
+3,991
+2% +$255K 0.22% 131
2025
Q4 		$13.1M Buy
+216,250
New +$13.4M 0.21% 145
2022
Q4 		– Sell
-58
Closed -$1K – 1548
2022
Q3 		$1K Buy
+58
New +$741 ﹤0.01% 1230
2018
Q3 		– Sell
-398
Closed -$4K – 1000
2018
Q2 		$4K Hold
398
– – ﹤0.01% 746
2018
Q1 		$5K Sell
398
-84
-17% -$1.15K ﹤0.01% 723
2017
Q4 		$7K Buy
+482
New +$6.52K ﹤0.01% 640

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

Gradient Investments's FLEX Position: Q2 2026 in Review

Gradient Investments sold out of Flex (FLEX) in Q2 2026, closing a stake of 220,241 shares — an estimated $14.4M sold.

Gradient Investments first reported a position in FLEX in Q4 2017 and held it in 6 quarters. The position peaked at $14.4M in Q1 2026. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Gradient Investments reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Gradient Investments sold 220,241 Flex shares in Q2 2026, an estimated $14.4M.
  • Gradient Investments first reported a position in Flex in Q4 2017 and held it in 6 quarters.
  • Gradient Investments's Flex position peaked at $14.4M in Q1 2026.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.