HWM
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HB Wealth Management’s Flex FLEX Stock Holding History

HB Wealth 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
2026
Q2 		$1.54M Sell
9,502
-60
-0.6% -$7.28K 0.01% 559
2026
Q1 		$626K Buy
9,562
+1,840
+24% +$118K ﹤0.01% 866
2025
Q4 		$467K Buy
7,722
+578
+8% +$35.7K ﹤0.01% 933
2025
Q3 		$414K Buy
7,144
+339
+5% +$18K ﹤0.01% 935
2025
Q2 		$340K Sell
6,805
-260
-4% -$10.1K ﹤0.01% 895
2025
Q1 		$234K Buy
7,065
+1,343
+23% +$52.6K ﹤0.01% 1070
2024
Q4 		$220K Buy
+5,722
New +$212K ﹤0.01% 940

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

HB Wealth Management's FLEX Position: Q2 2026 in Review

HB Wealth Management reduced its Flex (FLEX) stake by 0.63% in Q2 2026, selling an estimated $7.28K and leaving 9,502 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #559.

HB Wealth Management first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • HB Wealth Management held 9,502 shares of Flex worth $1.54M as of Q2 2026.
  • HB Wealth Management sold 60 Flex shares in Q2 2026, an estimated $7.28K.
  • Flex made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #559 holding.
  • HB Wealth Management first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.