Mount Yale Investment Advisors’s Flex FLEX Stock Holding History

Mount Yale Investment Advisors’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	$4.45M	Sell	27,462 -1,096	-4%	-$133K	0.08%	240
2026 Q1	$1.87M	Buy	28,558 +23,953	+520%	+$1.53M	0.04%	382
2025 Q4	$278K	Sell	4,605 -2,446	-35%	-$151K	0.01%	608
2025 Q3	$409K	Sell	7,051 -24,622	-78%	-$1.31M	0.03%	457
2025 Q2	$1.58M	Buy	31,673 +133	+0.4%	+$5.18K	0.12%	143
2025 Q1	$1.04M	Buy	31,540 +13,739	+77%	+$538K	0.09%	190
2024 Q4	$683K	Buy	17,801 +115	+0.7%	+$4.26K	0.06%	284
2024 Q3	$591K	Buy	17,686 +2,008	+13%	+$61.7K	0.06%	309
2024 Q2	$462K	Buy	15,678 +5,852	+60%	+$175K	0.04%	356
2024 Q1	$281K	Buy	+9,826	New	+$258K	0.02%	464
2018 Q2	–	Sell	-6,753	Closed	-$83K	–	966
2018 Q1	$83K	Buy	+6,753	New	+$92.2K	0.02%	507

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's FLEX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Flex (FLEX) stake by 3.8% in Q2 2026, selling an estimated $133K and leaving 27,462 shares worth $4.45M. The position accounts for 0.08% of the portfolio, ranked #240.

Mount Yale Investment Advisors first reported a position in FLEX in Q1 2018 and has held it in 11 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Mount Yale Investment Advisors held 27,462 shares of Flex worth $4.45M as of Q2 2026.
Mount Yale Investment Advisors sold 1,096 Flex shares in Q2 2026, an estimated $133K.
Flex made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #240 holding.
Mount Yale Investment Advisors first reported a position in Flex in Q1 2018 and has held it in 11 quarters since.
1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.