Heffernan Advisory’s Flex FLEX Stock Holding History

Heffernan Advisory’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	$405K	Buy	+2,500	New	+$303K	0.34%	22

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

Heffernan Advisory's FLEX Position: Q2 2026 in Review

Heffernan Advisory opened a new position in Flex (FLEX) in Q2 2026: 2,500 shares worth $405K. The stake represents 0.34% of the portfolio and ranks #22 among its holdings.

1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Heffernan Advisory held 2,500 shares of Flex worth $405K as of Q2 2026.
Flex was a new Heffernan Advisory position in Q2 2026.
Flex made up 0.34% of Heffernan Advisory's portfolio in Q2 2026, its #22 holding.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.