LNWWM
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Laird Norton Wetherby Wealth Management’s Flex FLEX Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$880K Buy
15,180
+946
+7% +$50.3K 0.04% 415
2025
Q2 		$711K Buy
+14,234
New +$555K 0.03% 463
2024
Q4 		$399K Sell
10,398
-133
-1% -$4.92K 0.02% 608
2024
Q3 		$352K Sell
10,531
-236
-2% -$7.26K 0.02% 674
2024
Q2 		$318K Sell
10,767
-123
-1% -$3.68K 0.02% 692
2024
Q1 		$312K Sell
10,890
-3,561
-25% -$93.4K 0.01% 734
2023
Q4 		$332K Sell
14,451
-601
-4% -$12K 0.02% 688
2023
Q3 		$306K Sell
15,052
-575
-4% -$11.7K 0.02% 680
2023
Q2 		$325K Sell
15,627
-2,764
-15% -$49.3K 0.02% 686
2023
Q1 		$319K Sell
18,391
-702
-4% -$12.1K 0.02% 678
2022
Q4 		$309K Buy
19,093
+43
+0.2% +$645 0.02% 674
2022
Q3 		$239K Buy
19,050
+837
+5% +$10.7K 0.02% 739
2022
Q2 		$199K Buy
+18,213
New +$226K 0.01% 818
2020
Q4 		– Sell
-13,437
Closed -$113K – 915
2020
Q3 		$113K Sell
13,437
-780
-5% -$6.36K 0.01% 691
2020
Q2 		$110K Buy
+14,217
New +$102K 0.01% 692
2020
Q1 		– Sell
-16,926
Closed -$161K – 709
2019
Q4 		$161K Sell
16,926
-247
-1% -$2.13K 0.02% 679
2019
Q3 		$135K Sell
17,173
-659
-4% -$5.07K 0.01% 684
2019
Q2 		$129K Sell
17,832
-57
-0.3% -$438 0.01% 666
2019
Q1 		$135K Buy
17,889
+2,131
+14% +$15.2K 0.02% 644
2018
Q4 		$90K Buy
+15,758
New +$110K 0.01% 618

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FLEX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Flex (FLEX) stake by 6.6% in Q3 2025, buying an estimated $50.3K and bringing the position to 15,180 shares worth $880K. The position accounts for 0.04% of the portfolio, ranked #415.

Laird Norton Wetherby Wealth Management first reported a position in FLEX in Q4 2018 and has held it in 20 quarters since. 698 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 15,180 shares of Flex worth $880K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 946 Flex shares in Q3 2025, an estimated $50.3K.
  • Flex made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #415 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Flex in Q4 2018 and has held it in 20 quarters since.
  • 698 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.