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Kathleen S. Wright Associates’s Flex FLEX Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$68.3K Hold
1,179
– – 0.03% 137
2025
Q2 		$58.9K Hold
1,179
– – 0.02% 139
2025
Q1 		$39K Hold
1,179
– – 0.02% 158
2024
Q4 		$45.3K Hold
1,179
– – 0.02% 152
2024
Q3 		$39.4K Buy
+1,179
New +$36.3K 0.02% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Kathleen S. Wright Associates's FLEX Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Flex (FLEX) position steady in Q3 2025 at 1,179 shares worth $68.3K. The position accounts for 0.03% of the portfolio, ranked #137.

Kathleen S. Wright Associates first reported a position in FLEX in Q3 2024 and has held it in 5 quarters since. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Kathleen S. Wright Associates held 1,179 shares of Flex worth $68.3K as of Q3 2025.
  • Kathleen S. Wright Associates left its Flex share count unchanged in Q3 2025.
  • Flex made up 0.03% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #137 holding.
  • Kathleen S. Wright Associates first reported a position in Flex in Q3 2024 and has held it in 5 quarters since.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.