Inlet Private Wealth’s Flex FLEX Stock Holding History

Inlet Private 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	$4.29M	Buy	65,520 +2,750	+4%	+$176K	1.1%	30
2025 Q4	$3.79M	Sell	62,770 -4,000	-6%	-$247K	0.88%	38
2025 Q3	$3.87M	Hold	66,770	–	–	0.87%	38
2025 Q2	$3.33M	Buy	66,770 +1,700	+3%	+$66.2K	0.82%	39
2025 Q1	$2.15M	Buy	+65,070	New	+$2.55M	0.56%	57

Other funds holding FLEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inlet Private Wealth's FLEX Position: Q1 2026 in Review

Inlet Private Wealth increased its Flex (FLEX) stake by 4.4% in Q1 2026, buying an estimated $176K and bringing the position to 65,520 shares worth $4.29M. The position accounts for 1.1% of the portfolio, ranked #30.

Inlet Private Wealth first reported a position in FLEX in Q1 2025 and has held it in 5 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

Inlet Private Wealth held 65,520 shares of Flex worth $4.29M as of Q1 2026.
Inlet Private Wealth bought 2,750 Flex shares in Q1 2026, an estimated $176K.
Flex made up 1.1% of Inlet Private Wealth's portfolio in Q1 2026, its #30 holding.
Inlet Private Wealth first reported a position in Flex in Q1 2025 and has held it in 5 quarters since.
783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.