Measured Wealth Private Client Group’s Flex FLEX Stock Holding History

Measured Wealth Private Client Group’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	$1.59M	Sell	9,817 -2,421	-20%	-$294K	0.38%	40
2026 Q1	$801K	Sell	12,238 -1,685	-12%	-$108K	0.22%	70
2025 Q4	$841K	Sell	13,923 -262	-2%	-$16.2K	0.22%	63
2025 Q3	$822K	Sell	14,185 -1,473	-9%	-$78.3K	0.22%	58
2025 Q2	$782K	Buy	15,658 +653	+4%	+$25.4K	0.23%	62
2025 Q1	$496K	Buy	15,005 +1,452	+11%	+$56.9K	0.16%	92
2024 Q4	$520K	Sell	13,553 -552	-4%	-$20.4K	0.17%	79
2024 Q3	$472K	Sell	14,105 -798	-5%	-$24.5K	0.16%	79
2024 Q2	$439K	Buy	14,903 +1,758	+13%	+$52.6K	0.15%	105
2024 Q1	$376K	Buy	13,145 +3,612	+38%	+$94.7K	0.13%	118
2023 Q4	$219K	Buy	+9,533	New	+$191K	0.08%	168

Other funds holding FLEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

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

Measured Wealth Private Client Group's FLEX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Flex (FLEX) stake by 20% in Q2 2026, selling an estimated $294K and leaving 9,817 shares worth $1.59M. The position accounts for 0.38% of the portfolio, ranked #40.

Measured Wealth Private Client Group first reported a position in FLEX in Q4 2023 and has held it in 11 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Measured Wealth Private Client Group held 9,817 shares of Flex worth $1.59M as of Q2 2026.
Measured Wealth Private Client Group sold 2,421 Flex shares in Q2 2026, an estimated $294K.
Flex made up 0.38% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #40 holding.
Measured Wealth Private Client Group first reported a position in Flex in Q4 2023 and has held it in 11 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.