Massachusetts Financial Services
FLEX icon

Massachusetts Financial Services’s Flex FLEX Stock Holding History

Massachusetts Financial Services’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
Q1 		$355M Sell
5,419,282
-92,331
-2% -$5.9M 0.12% 175
2025
Q4 		$333M Sell
5,511,613
-119,624
-2% -$7.39M 0.11% 185
2025
Q3 		$326M Buy
5,631,237
+355,061
+7% +$18.9M 0.1% 198
2025
Q2 		$263M Sell
5,276,176
-252,820
-5% -$9.85M 0.08% 227
2025
Q1 		$183M Sell
5,528,996
-12,325
-0.2% -$483K 0.06% 290
2024
Q4 		$213M Sell
5,541,321
-1,554,586
-22% -$57.5M 0.07% 263
2024
Q3 		$237M Buy
7,095,907
+31,214
+0.4% +$960K 0.07% 243
2024
Q2 		$208M Sell
7,064,693
-71,832
-1% -$2.15M 0.06% 259
2024
Q1 		$204M Sell
7,136,525
-1,943,869
-21% -$51M 0.06% 267
2023
Q4 		$208M Sell
9,080,394
-105,931
-1% -$2.12M 0.07% 248
2023
Q3 		$187M Buy
9,186,325
+11,890
+0.1% +$241K 0.07% 250
2023
Q2 		$191M Buy
9,174,435
+1,417,503
+18% +$25.3M 0.06% 257
2023
Q1 		$135M Buy
7,756,932
+67,109
+0.9% +$1.16M 0.05% 316
2022
Q4 		$124M Buy
7,689,823
+43,186
+0.6% +$648K 0.04% 324
2022
Q3 		$96M Buy
7,646,637
+56,111
+0.7% +$717K 0.04% 345
2022
Q2 		$82.8M Buy
+7,590,526
New +$94M 0.03% 381

Other funds holding FLEX

BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return