Lido Advisors
FLEX icon

Lido Advisors’s Flex FLEX Stock Holding History

Lido Advisors’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 		$7.23M Sell
44,595
-1,569
-3% -$190K 0.02% 420
2026
Q1 		$3.02M Buy
46,164
+35,854
+348% +$2.29M 0.01% 579
2025
Q4 		$599K Sell
10,310
-64
-0.6% -$3.95K ﹤0.01% 1223
2025
Q3 		$601K Buy
10,374
+56
+0.5% +$2.98K ﹤0.01% 1160
2025
Q2 		$515K Buy
10,318
+2,189
+27% +$85.3K ﹤0.01% 1094
2025
Q1 		$269K Buy
8,129
+917
+13% +$35.9K ﹤0.01% 1255
2024
Q4 		$277K Buy
+7,212
New +$267K ﹤0.01% 1245

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

Lido Advisors's FLEX Position: Q2 2026 in Review

Lido Advisors reduced its Flex (FLEX) stake by 3.4% in Q2 2026, selling an estimated $190K and leaving 44,595 shares worth $7.23M. The position accounts for 0.02% of the portfolio, ranked #420.

Lido Advisors first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Lido Advisors held 44,595 shares of Flex worth $7.23M as of Q2 2026.
  • Lido Advisors sold 1,569 Flex shares in Q2 2026, an estimated $190K.
  • Flex made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #420 holding.
  • Lido Advisors first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.