Modern Wealth Management’s Flex FLEX Stock Holding History

Modern 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	$931K	Buy	5,747 +931	+19%	+$113K	0.01%	538
2026 Q1	$329K	Buy	+4,816	New	+$308K	0.01%	687

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

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

Modern Wealth Management increased its Flex (FLEX) stake by 19% in Q2 2026, buying an estimated $113K and bringing the position to 5,747 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #538.

Modern Wealth Management first reported a position in FLEX in Q1 2026 and has held it in 2 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Modern Wealth Management held 5,747 shares of Flex worth $931K as of Q2 2026.
Modern Wealth Management bought 931 Flex shares in Q2 2026, an estimated $113K.
Flex made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #538 holding.
Modern Wealth Management first reported a position in Flex in Q1 2026 and has held it in 2 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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