NW
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NewEdge Wealth’s Flex FLEX Stock Holding History

NewEdge Wealth’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 		$718K Sell
4,430
-316
-7% -$38.3K 0.01% 750
2026
Q1 		$311K Sell
4,746
-908
-16% -$58.1K ﹤0.01% 954
2025
Q4 		$342K Sell
5,654
-1,954
-26% -$121K ﹤0.01% 977
2025
Q3 		$496K Sell
7,608
-122
-2% -$6.48K 0.01% 748
2025
Q2 		$384K Sell
7,730
-1,178
-13% -$45.9K 0.01% 768
2025
Q1 		$295K Sell
8,908
-27
-0.3% -$1.06K 0.01% 775
2024
Q4 		$343K Buy
8,935
+2,375
+36% +$87.9K 0.01% 727
2024
Q3 		$219K Buy
+6,560
New +$202K ﹤0.01% 817

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

NewEdge Wealth's FLEX Position: Q2 2026 in Review

NewEdge Wealth reduced its Flex (FLEX) stake by 6.7% in Q2 2026, selling an estimated $38.3K and leaving 4,430 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #750.

NewEdge Wealth first reported a position in FLEX in Q3 2024 and has held it in 8 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • NewEdge Wealth held 4,430 shares of Flex worth $718K as of Q2 2026.
  • NewEdge Wealth sold 316 Flex shares in Q2 2026, an estimated $38.3K.
  • Flex made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #750 holding.
  • NewEdge Wealth first reported a position in Flex in Q3 2024 and has held it in 8 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.