IMA Advisory Services’s Flex FLEX Stock Holding History

IMA Advisory 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
2026 Q2	$14.4K	Buy	89 +35	+65%	+$4.25K	﹤0.01%	680
2026 Q1	$3.53K	Buy	+54	New	+$3.45K	﹤0.01%	488

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

IMA Advisory Services's FLEX Position: Q2 2026 in Review

IMA Advisory Services increased its Flex (FLEX) stake by 65% in Q2 2026, buying an estimated $4.25K and bringing the position to 89 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

IMA Advisory Services first reported a position in FLEX in Q1 2026 and has held it in 2 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

IMA Advisory Services held 89 shares of Flex worth $14.4K as of Q2 2026.
IMA Advisory Services bought 35 Flex shares in Q2 2026, an estimated $4.25K.
Flex made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #680 holding.
IMA Advisory Services first reported a position in Flex in Q1 2026 and has held it in 2 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.