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Impact Partnership Wealth’s Flex FLEX Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-17,318
Closed -$1.05M – 394
2025
Q4 		$1.05M Buy
17,318
+6,276
+57% +$388K 0.13% 105
2025
Q3 		$640K Buy
+11,042
New +$587K 0.1% 135

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impact Partnership Wealth's FLEX Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Flex (FLEX) in Q1 2026, closing a stake of 17,318 shares — an estimated $1.05M sold.

Impact Partnership Wealth first reported a position in FLEX in Q3 2025 and held it in 2 quarters. The position peaked at $1.05M in Q4 2025. 784 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Impact Partnership Wealth reported no remaining Flex position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 17,318 Flex shares in Q1 2026, an estimated $1.05M.
  • Impact Partnership Wealth first reported a position in Flex in Q3 2025 and held it in 2 quarters.
  • Impact Partnership Wealth's Flex position peaked at $1.05M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.