Oakmont Advisory Group’s Flex FLEX Stock Holding History

Oakmont 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	$617K	Sell	3,807 -2,525	-40%	-$306K	0.52%	45
2026 Q1	$414K	Buy	6,332 +179	+3%	+$11.4K	0.42%	62
2025 Q4	$372K	Buy	+6,153	New	+$380K	0.4%	66

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 $3.37T AUM 44.26% 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

Oakmont Advisory Group's FLEX Position: Q2 2026 in Review

Oakmont Advisory Group reduced its Flex (FLEX) stake by 40% in Q2 2026, selling an estimated $306K and leaving 3,807 shares worth $617K. The position accounts for 0.52% of the portfolio, ranked #45.

Oakmont Advisory Group first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,109 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Oakmont Advisory Group held 3,807 shares of Flex worth $617K as of Q2 2026.
Oakmont Advisory Group sold 2,525 Flex shares in Q2 2026, an estimated $306K.
Flex made up 0.52% of Oakmont Advisory Group's portfolio in Q2 2026, its #45 holding.
Oakmont Advisory Group first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
1,109 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.