IWC
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Integrated Wealth Concepts’s Flex FLEX Stock Holding History

Integrated Wealth Concepts’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 		$971K Buy
14,833
+8,171
+123% +$523K 0.01% 1138
2025
Q4 		$402K Sell
6,662
-1,570
-19% -$97K ﹤0.01% 1187
2025
Q3 		$477K Sell
8,232
-2,269
-22% -$121K ﹤0.01% 1372
2025
Q2 		$524K Sell
10,501
-2,378
-18% -$92.7K 0.01% 1247
2025
Q1 		$426K Sell
12,879
-666
-5% -$26.1K 0.01% 1217
2024
Q4 		$520K Sell
13,545
-1,457
-10% -$53.9K 0.01% 1105
2024
Q3 		$502K Sell
15,002
-1,715
-10% -$52.7K 0.01% 1081
2024
Q2 		$493K Sell
16,717
-1,336
-7% -$40K 0.01% 1060
2024
Q1 		$516K Sell
18,053
-14,060
-44% -$369K 0.01% 1043
2023
Q4 		$737K Buy
32,113
+3,803
+13% +$76.1K 0.01% 842
2023
Q3 		$576K Sell
28,310
-1,540
-5% -$31.2K 0.01% 916
2023
Q2 		$622K Buy
29,850
+14,651
+96% +$261K 0.01% 890
2023
Q1 		$264K Sell
15,199
-76
-0.5% -$1.31K 0.01% 1109
2022
Q4 		$247K Buy
+15,275
New +$229K 0.01% 877
2022
Q2 		– Sell
-15,733
Closed -$220K – 1013
2022
Q1 		$220K Buy
15,733
+362
+2% +$4.63K 0.01% 848
2021
Q4 		$212K Sell
15,371
-1,413
-8% -$19.1K 0.01% 914
2021
Q3 		$224K Sell
16,784
-705
-4% -$9.48K 0.01% 845
2021
Q2 		$236K Buy
+17,489
New +$238K 0.01% 721

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

Integrated Wealth Concepts's FLEX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Flex (FLEX) stake by 123% in Q1 2026, buying an estimated $523K and bringing the position to 14,833 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #1138.

Integrated Wealth Concepts first reported a position in FLEX in Q2 2021 and has held it in 18 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Integrated Wealth Concepts held 14,833 shares of Flex worth $971K as of Q1 2026.
  • Integrated Wealth Concepts bought 8,171 Flex shares in Q1 2026, an estimated $523K.
  • Flex made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1138 holding.
  • Integrated Wealth Concepts first reported a position in Flex in Q2 2021 and has held it in 18 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.