HWAM
FLEX icon

Hennion & Walsh Asset Management’s Flex FLEX Stock Holding History

Hennion & Walsh Asset 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 		$6.73M Buy
41,554
+5,250
+14% +$637K 0.19% 121
2026
Q1 		$2.38M Buy
36,304
+13,355
+58% +$854K 0.08% 306
2025
Q4 		$1.39M Buy
22,949
+3,175
+16% +$196K 0.05% 436
2025
Q3 		$1.15M Buy
19,774
+6,989
+55% +$371K 0.04% 482
2025
Q2 		$638K Buy
12,785
+6,291
+97% +$245K 0.03% 598
2025
Q1 		$215K Buy
+6,494
New +$254K 0.01% 817

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management's FLEX Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Flex (FLEX) stake by 14% in Q2 2026, buying an estimated $637K and bringing the position to 41,554 shares worth $6.73M. The position accounts for 0.19% of the portfolio, ranked #121.

Hennion & Walsh Asset Management first reported a position in FLEX in Q1 2025 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Hennion & Walsh Asset Management held 41,554 shares of Flex worth $6.73M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 5,250 Flex shares in Q2 2026, an estimated $637K.
  • Flex made up 0.19% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #121 holding.
  • Hennion & Walsh Asset Management first reported a position in Flex in Q1 2025 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.