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Harvest Investment Services’s Flex FLEX Stock Holding History

Harvest Investment Services’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
Q2 		– Sell
-27,709
Closed -$917K – 331
2025
Q1 		$917K Buy
27,709
+20,105
+264% +$788K 0.26% 96
2024
Q4 		$292K Buy
+7,604
New +$281K 0.07% 218

Other funds holding FLEX

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harvest Investment Services's FLEX Position: Q2 2025 in Review

Harvest Investment Services sold out of Flex (FLEX) in Q2 2025, closing a stake of 27,709 shares — an estimated $917K sold.

Harvest Investment Services first reported a position in FLEX in Q4 2024 and held it in 2 quarters. The position peaked at $917K in Q1 2025. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Harvest Investment Services reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
  • Harvest Investment Services sold 27,709 Flex shares in Q2 2025, an estimated $917K.
  • Harvest Investment Services first reported a position in Flex in Q4 2024 and held it in 2 quarters.
  • Harvest Investment Services's Flex position peaked at $917K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Harvest Investment Services's 13F filing for Q2 2025, filed 14 Aug 2025.