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FLEX icon

NewEdge Advisors’s Flex FLEX Stock Holding History

NewEdge 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
Q1 		$3.33M Sell
50,909
-5,068
-9% -$324K 0.01% 860
2025
Q4 		$3.38M Sell
55,977
-336
-0.6% -$20.8K 0.01% 820
2025
Q3 		$3.26M Buy
56,313
+764
+1% +$40.6K 0.01% 787
2025
Q2 		$2.77M Sell
55,549
-4,116
-7% -$160K 0.01% 787
2025
Q1 		$1.97M Sell
59,665
-6,707
-10% -$263K 0.01% 876
2024
Q4 		$2.55M Sell
66,372
-25,151
-27% -$931K 0.02% 731
2024
Q3 		$3.06M Sell
91,523
-10,711
-10% -$329K 0.02% 629
2024
Q2 		$3.01M Buy
102,234
+79,700
+354% +$2.39M 0.02% 601
2024
Q1 		$645K Sell
22,534
-14,035
-38% -$368K 0.01% 1203
2023
Q4 		$839K Sell
36,569
-8,297
-18% -$166K 0.01% 1027
2023
Q3 		$912K Buy
44,866
+18,753
+72% +$380K 0.01% 896
2023
Q2 		$544K Sell
26,113
-12,350
-32% -$220K 0.01% 1144
2023
Q1 		$667K Buy
38,463
+24,303
+172% +$420K 0.01% 985
2022
Q4 		$37K Buy
+14,160
New +$212K ﹤0.01% 1851
2021
Q2 		– Sell
-54,844
Closed -$757K – 1159
2021
Q1 		$757K Buy
+54,844
New +$756K 0.02% 540
2017
Q3 		– Sell
-7,588
Closed -$93.9K – 626
2017
Q2 		$93.9K Buy
+7,588
New +$93.9K 0.02% 427

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's FLEX Position: Q1 2026 in Review

NewEdge Advisors reduced its Flex (FLEX) stake by 9.1% in Q1 2026, selling an estimated $324K and leaving 50,909 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #860.

NewEdge Advisors first reported a position in FLEX in Q2 2017 and has held it in 16 quarters since. The position peaked at $3.38M in Q4 2025. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • NewEdge Advisors held 50,909 shares of Flex worth $3.33M as of Q1 2026.
  • NewEdge Advisors sold 5,068 Flex shares in Q1 2026, an estimated $324K.
  • Flex made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #860 holding.
  • NewEdge Advisors first reported a position in Flex in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Flex position peaked at $3.38M in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.