NWAG
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Net Worth Advisory Group’s Flex FLEX Stock Holding History

Net Worth Advisory Group’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 		$746K Sell
4,605
-316
-6% -$38.3K 0.19% 128
2026
Q1 		$322K Sell
4,921
-770
-14% -$49.2K 0.07% 284
2025
Q4 		$344K Sell
5,691
-17
-0.3% -$1.05K 0.07% 280
2025
Q3 		$331K Sell
5,708
-1,582
-22% -$84K 0.1% 248
2025
Q2 		$364K Buy
7,290
+242
+3% +$9.43K 0.08% 252
2025
Q1 		$233K Sell
7,048
-2,628
-27% -$103K 0.07% 313
2024
Q4 		$372K Buy
9,676
+25
+0.3% +$925 0.11% 207
2024
Q3 		$323K Buy
+9,651
New +$297K 0.1% 250

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

Net Worth Advisory Group's FLEX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Flex (FLEX) stake by 6.4% in Q2 2026, selling an estimated $38.3K and leaving 4,605 shares worth $746K. The position accounts for 0.19% of the portfolio, ranked #128.

Net Worth Advisory Group first reported a position in FLEX in Q3 2024 and has held it in 8 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Net Worth Advisory Group held 4,605 shares of Flex worth $746K as of Q2 2026.
  • Net Worth Advisory Group sold 316 Flex shares in Q2 2026, an estimated $38.3K.
  • Flex made up 0.19% of Net Worth Advisory Group's portfolio in Q2 2026, its #128 holding.
  • Net Worth Advisory Group first reported a position in Flex in Q3 2024 and has held it in 8 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.