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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
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 $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 Wealth's FLEX Position: Q1 2026 in Review

NewEdge Wealth reduced its Flex (FLEX) stake by 16% in Q1 2026, selling an estimated $58.1K and leaving 4,746 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

NewEdge Wealth first reported a position in FLEX in Q3 2024 and has held it in 7 quarters since. The position peaked at $496K in Q3 2025. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • NewEdge Wealth held 4,746 shares of Flex worth $311K as of Q1 2026.
  • NewEdge Wealth sold 908 Flex shares in Q1 2026, an estimated $58.1K.
  • Flex made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #954 holding.
  • NewEdge Wealth first reported a position in Flex in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Wealth's Flex position peaked at $496K in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

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