PWM
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Parkworth Wealth Management’s Flex FLEX Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$899 Hold
18
– – ﹤0.01% 445
2025
Q1 		$595 Hold
18
– – ﹤0.01% 370
2024
Q4 		$691 Buy
+18
New +$666 ﹤0.01% 351

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Parkworth Wealth Management's FLEX Position: Q2 2025 in Review

Parkworth Wealth Management held its Flex (FLEX) position steady in Q2 2025 at 18 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Parkworth Wealth Management first reported a position in FLEX in Q4 2024 and has held it in 3 quarters since. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Parkworth Wealth Management held 18 shares of Flex worth $899 as of Q2 2025.
  • Parkworth Wealth Management left its Flex share count unchanged in Q2 2025.
  • Flex made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #445 holding.
  • Parkworth Wealth Management first reported a position in Flex in Q4 2024 and has held it in 3 quarters since.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.