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Legacy Wealth Management (Idaho)’s Flex FLEX Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-20
Closed -$1.31K – 455
2026
Q1 		$1.31K Hold
20
– – ﹤0.01% 833
2025
Q4 		$1.21K Hold
20
– – ﹤0.01% 729
2025
Q3 		$1.16K Hold
20
– – ﹤0.01% 604
2025
Q2 		$999 Hold
20
– – ﹤0.01% 595
2025
Q1 		$662 Hold
20
– – ﹤0.01% 678
2024
Q4 		$864 Hold
20
– – ﹤0.01% 608
2024
Q3 		$758 Buy
+20
New +$615 ﹤0.01% 570

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FLEX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Flex (FLEX) in Q2 2026, closing a stake of 20 shares — an estimated $1.31K sold.

Legacy Wealth Management (Idaho) first reported a position in FLEX in Q3 2024 and held it in 7 quarters. The position peaked at $1.31K in Q1 2026. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 20 Flex shares in Q2 2026, an estimated $1.31K.
  • Legacy Wealth Management (Idaho) first reported a position in Flex in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Flex position peaked at $1.31K in Q1 2026.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.