HWM
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Hemington Wealth Management’s Flex FLEX Stock Holding History

Hemington 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
2025
Q3 		$46K Buy
800
+79
+11% +$4.2K 0.01% 387
2025
Q2 		$35K Buy
721
+195
+37% +$7.6K 0.01% 426
2025
Q1 		$17K Buy
526
+64
+14% +$2.51K ﹤0.01% 623
2024
Q4 		$17K Buy
462
+166
+56% +$6.14K ﹤0.01% 596
2024
Q3 		$10K Buy
+296
New +$9.1K ﹤0.01% 706

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Hemington Wealth Management's FLEX Position: Q3 2025 in Review

Hemington Wealth Management increased its Flex (FLEX) stake by 11% in Q3 2025, buying an estimated $4.2K and bringing the position to 800 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #387.

Hemington Wealth Management first reported a position in FLEX in Q3 2024 and has held it in 5 quarters since. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Hemington Wealth Management held 800 shares of Flex worth $46K as of Q3 2025.
  • Hemington Wealth Management bought 79 Flex shares in Q3 2025, an estimated $4.2K.
  • Flex made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #387 holding.
  • Hemington Wealth Management first reported a position in Flex in Q3 2024 and has held it in 5 quarters since.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.