Graetz Wealth’s Flex FLEX Stock Holding History

Graetz 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	$291K	Sell	1,798 -2,097	-54%	-$254K	0.23%	58
2026 Q1	$255K	Sell	3,895 -270	-6%	-$17.3K	0.23%	61
2025 Q4	$252K	Buy	+4,165	New	+$257K	0.23%	57

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

Graetz Wealth's FLEX Position: Q2 2026 in Review

Graetz Wealth reduced its Flex (FLEX) stake by 54% in Q2 2026, selling an estimated $254K and leaving 1,798 shares worth $291K. The position accounts for 0.23% of the portfolio, ranked #58.

Graetz Wealth first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Graetz Wealth held 1,798 shares of Flex worth $291K as of Q2 2026.
Graetz Wealth sold 2,097 Flex shares in Q2 2026, an estimated $254K.
Flex made up 0.23% of Graetz Wealth's portfolio in Q2 2026, its #58 holding.
Graetz Wealth first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.