Matthew Hamilton Rosenberg’s Flex FLEX Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$28.9K	Hold	263	–	–	0.01%	510
2026 Q2	$42.6K	Hold	263	–	–	0.01%	454
2026 Q1	$17.2K	Hold	263	–	–	﹤0.01%	556
2025 Q4	$15.9K	Hold	263	–	–	﹤0.01%	573
2025 Q3	$15.2K	Hold	263	–	–	﹤0.01%	583
2025 Q2	$13.1K	Hold	263	–	–	﹤0.01%	624
2025 Q1	$8.7K	Hold	263	–	–	﹤0.01%	656
2024 Q4	$10.1K	Hold	263	–	–	﹤0.01%	621
2024 Q3	$8.79K	Hold	263	–	–	﹤0.01%	639
2024 Q2	$7.8K	Hold	263	–	–	﹤0.01%	621
2024 Q1	$7.48K	Sell	263 -91	-26%	-$2.39K	﹤0.01%	644
2023 Q4	$8.13K	Hold	354	–	–	﹤0.01%	640
2023 Q3	$7.2K	Hold	354	–	–	﹤0.01%	656
2023 Q2	$7.38K	Buy	354 +5	+1%	+$89	﹤0.01%	662
2023 Q1	$6.05K	Hold	349	–	–	﹤0.01%	716
2022 Q4	$5.64K	Hold	349	–	–	﹤0.01%	712
2022 Q3	$4K	Buy	349 +70	+25%	+$895	﹤0.01%	725
2022 Q2	$3K	Hold	279	–	–	﹤0.01%	729
2022 Q1	$4K	Hold	279	–	–	﹤0.01%	685
2021 Q4	$4K	Hold	279	–	–	﹤0.01%	659
2021 Q3	$4K	Hold	279	–	–	﹤0.01%	639
2021 Q2	$4K	Hold	279	–	–	﹤0.01%	558
2021 Q1	$4K	Hold	279	–	–	﹤0.01%	531
2020 Q4	$4K	Hold	279	–	–	﹤0.01%	516
2020 Q3	$2K	Hold	279	–	–	﹤0.01%	513
2020 Q2	$2K	Buy	+279	New	+$2.01K	﹤0.01%	534

Other funds holding FLEX

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Matthew Hamilton Rosenberg's FLEX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Flex (FLEX) position steady in Q3 2026 at 263 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #510.

Matthew Hamilton Rosenberg first reported a position in FLEX in Q2 2020 and has held it in 26 quarters since. The position peaked at $42.6K in Q2 2026. 28 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Matthew Hamilton Rosenberg held 263 shares of Flex worth $28.9K as of Q3 2026.
Matthew Hamilton Rosenberg left its Flex share count unchanged in Q3 2026.
Flex made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #510 holding.
Matthew Hamilton Rosenberg first reported a position in Flex in Q2 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Flex position peaked at $42.6K in Q2 2026.
28 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.