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Modera Wealth Management’s Flex FLEX Stock Holding History

Modera Wealth 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 		$978K Buy
6,033
+2
+0% +$243 0.01% 350
2026
Q1 		$395K Sell
6,031
-1,005
-14% -$64.3K ﹤0.01% 475
2025
Q4 		$425K Buy
7,036
+25
+0.4% +$1.54K ﹤0.01% 486
2025
Q3 		$406K Buy
7,011
+231
+3% +$12.3K ﹤0.01% 490
2025
Q2 		$338K Sell
6,780
-735
-10% -$28.6K ﹤0.01% 513
2025
Q1 		$249K Sell
7,515
-232
-3% -$9.09K ﹤0.01% 547
2024
Q4 		$297K Buy
7,747
+176
+2% +$6.51K ﹤0.01% 517
2024
Q3 		$253K Sell
7,571
-150
-2% -$4.61K ﹤0.01% 528
2024
Q2 		$228K Sell
7,721
-72
-0.9% -$2.15K ﹤0.01% 523
2024
Q1 		$223K Buy
+7,793
New +$204K ﹤0.01% 529
2023
Q4 		– Sell
-9,926
Closed -$202K – 535
2023
Q3 		$202K Sell
9,926
-99
-1% -$2.01K ﹤0.01% 517
2023
Q2 		$209K Buy
+10,025
New +$179K ﹤0.01% 525
2022
Q1 		– Sell
-27,016
Closed -$373K – 444
2021
Q4 		$373K Buy
+27,016
New +$366K 0.01% 344

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Modera Wealth Management's FLEX Position: Q2 2026 in Review

Modera Wealth Management increased its Flex (FLEX) stake by 0.03% in Q2 2026, buying an estimated $243 and bringing the position to 6,033 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #350.

Modera Wealth Management first reported a position in FLEX in Q4 2021 and has held it in 13 quarters since. 575 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Modera Wealth Management held 6,033 shares of Flex worth $978K as of Q2 2026.
  • Modera Wealth Management bought 2 Flex shares in Q2 2026, an estimated $243.
  • Flex made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Modera Wealth Management first reported a position in Flex in Q4 2021 and has held it in 13 quarters since.
  • 575 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.