MWM
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Moran Wealth Management’s Flex FLEX Stock Holding History

Moran 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 		$19.8M Sell
122,370
-37,063
-23% -$4.5M 0.54% 46
2026
Q1 		$10.4M Sell
159,433
-15,338
-9% -$981K 0.32% 104
2025
Q4 		$10.6M Sell
174,771
-11,111
-6% -$686K 0.32% 98
2025
Q3 		$10.8M Sell
185,882
-174
-0.1% -$9.24K 0.32% 95
2025
Q2 		$9.29M Sell
186,056
-15,830
-8% -$617K 0.29% 109
2025
Q1 		$6.68M Buy
201,886
+107,847
+115% +$4.23M 0.22% 134
2024
Q4 		$3.61M Buy
+94,039
New +$3.48M 0.12% 205

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Moran Wealth Management reduced its Flex (FLEX) stake by 23% in Q2 2026, selling an estimated $4.5M and leaving 122,370 shares worth $19.8M. The position accounts for 0.54% of the portfolio, ranked #46.

Moran Wealth Management first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Moran Wealth Management held 122,370 shares of Flex worth $19.8M as of Q2 2026.
  • Moran Wealth Management sold 37,063 Flex shares in Q2 2026, an estimated $4.5M.
  • Flex made up 0.54% of Moran Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Moran Wealth Management first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.