One Wealth Advisors’s Flex FLEX Stock Holding History

One Wealth 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 Q2	$547K	Sell	3,376 -2,789	-45%	-$338K	0.06%	171
2026 Q1	$404K	Sell	6,165 -6,470	-51%	-$414K	0.05%	199
2025 Q4	$763K	Sell	12,635 -1,611	-11%	-$99.5K	0.09%	118
2025 Q3	$826K	Sell	14,246 -987	-6%	-$52.4K	0.1%	110
2025 Q2	$760K	Buy	15,233 +3,184	+26%	+$124K	0.11%	113
2025 Q1	$399K	Buy	12,049 +2,470	+26%	+$96.8K	0.06%	172
2024 Q4	$368K	Buy	+9,579	New	+$355K	0.05%	161
2018 Q2	–	Sell	-188	Closed	-$2K	–	567
2018 Q1	$2K	Sell	188 -494	-72%	-$6.74K	﹤0.01%	477
2017 Q4	$9K	Buy	+682	New	+$9.22K	0.01%	357

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

One Wealth Advisors's FLEX Position: Q2 2026 in Review

One Wealth Advisors reduced its Flex (FLEX) stake by 45% in Q2 2026, selling an estimated $338K and leaving 3,376 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #171.

One Wealth Advisors first reported a position in FLEX in Q4 2017 and has held it in 9 quarters since. The position peaked at $826K in Q3 2025. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

One Wealth Advisors held 3,376 shares of Flex worth $547K as of Q2 2026.
One Wealth Advisors sold 2,789 Flex shares in Q2 2026, an estimated $338K.
Flex made up 0.06% of One Wealth Advisors's portfolio in Q2 2026, its #171 holding.
One Wealth Advisors first reported a position in Flex in Q4 2017 and has held it in 9 quarters since.
One Wealth Advisors's Flex position peaked at $826K in Q3 2025.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.