MASECO Private Wealth’s Flex FLEX Stock Holding History

MASECO Private Wealth’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 Q4	–	Sell	-167	Closed	-$9.68K	–	549
2025 Q3	$9.68K	Hold	167	–	–	﹤0.01%	182
2025 Q2	$8.33K	Buy	+167	New	+$6.51K	﹤0.01%	353

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MASECO Private Wealth's FLEX Position: Q4 2025 in Review

MASECO Private Wealth sold out of Flex (FLEX) in Q4 2025, closing a stake of 167 shares — an estimated $9.68K sold.

MASECO Private Wealth first reported a position in FLEX in Q2 2025 and held it in 2 quarters. The position peaked at $9.68K in Q3 2025. 766 funds tracked by Wall St. Rank hold FLEX as of Q4 2025.

MASECO Private Wealth reported no remaining Flex position as of Q4 2025 after selling out during the quarter.
MASECO Private Wealth sold 167 Flex shares in Q4 2025, an estimated $9.68K.
MASECO Private Wealth first reported a position in Flex in Q2 2025 and held it in 2 quarters.
MASECO Private Wealth's Flex position peaked at $9.68K in Q3 2025.
766 funds tracked by Wall St. Rank held Flex as of Q4 2025.

Based on MASECO Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.