Merewether Investment Management’s Flex FLEX Stock Holding History

Merewether Investment Management’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	$44.7M	Buy	+275,600	New	+$33.4M	0.84%	48
2025 Q2	–	Sell	-456,036	Closed	-$15.1M	–	67
2025 Q1	$15.1M	Sell	456,036 -1,178,951	-72%	-$46.2M	0.55%	45
2024 Q4	$62.8M	Buy	1,634,987 +241,087	+17%	+$8.92M	2.51%	13
2024 Q3	$46.6M	Sell	1,393,900 -1,075,000	-44%	-$33.1M	2.15%	18
2024 Q2	$72.8M	Buy	+2,468,900	New	+$73.9M	3.84%	11
2024 Q1	–	Sell	-568,008	Closed	-$13M	–	50
2023 Q4	$13M	Sell	568,008 -2,287,908	-80%	-$45.8M	0.77%	36
2023 Q3	$58.1M	Buy	2,855,916 +898,113	+46%	+$18.2M	3.51%	10
2023 Q2	$40.8M	Buy	1,957,803 +1,375,781	+236%	+$24.5M	2.96%	14
2023 Q1	$10.1M	Buy	+582,022	New	+$10.1M	0.89%	29

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

Merewether Investment Management's FLEX Position: Q2 2026 in Review

Merewether Investment Management opened a new position in Flex (FLEX) in Q2 2026: 275,600 shares worth $44.7M. The stake represents 0.84% of the portfolio and ranks #48 among its holdings. This is a return to the name: Merewether Investment Management previously reported a position in FLEX as recently as Q1 2025.

Merewether Investment Management first reported a position in FLEX in Q1 2023 and has held it in 9 quarters since. The position peaked at $72.8M in Q2 2024. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Merewether Investment Management held 275,600 shares of Flex worth $44.7M as of Q2 2026.
Flex was a new Merewether Investment Management position in Q2 2026.
Flex made up 0.84% of Merewether Investment Management's portfolio in Q2 2026, its #48 holding.
Merewether Investment Management first reported a position in Flex in Q1 2023 and has held it in 9 quarters since.
Merewether Investment Management's Flex position peaked at $72.8M in Q2 2024.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.