Peak Retirement Planning’s Flex FLEX Stock Holding History

Peak Retirement Planning’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	$5.06M	Sell	31,191 -22,595	-42%	-$2.74M	0.8%	31
2026 Q1	$3.52M	Buy	53,786 +7,824	+17%	+$500K	0.7%	33
2025 Q4	$2.78M	Buy	45,962 +5,553	+14%	+$343K	0.65%	39
2025 Q3	$2.34M	Buy	40,409 +5,778	+17%	+$307K	0.66%	33
2025 Q2	$1.73M	Buy	34,631 +4,513	+15%	+$176K	0.7%	26
2025 Q1	$996K	Buy	30,118 +5,893	+24%	+$231K	0.55%	60
2024 Q4	$959K	Buy	+24,225	New	+$897K	0.65%	37

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

Peak Retirement Planning's FLEX Position: Q2 2026 in Review

Peak Retirement Planning reduced its Flex (FLEX) stake by 42% in Q2 2026, selling an estimated $2.74M and leaving 31,191 shares worth $5.06M. The position accounts for 0.8% of the portfolio, ranked #31.

Peak Retirement Planning first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 1,109 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Peak Retirement Planning held 31,191 shares of Flex worth $5.06M as of Q2 2026.
Peak Retirement Planning sold 22,595 Flex shares in Q2 2026, an estimated $2.74M.
Flex made up 0.8% of Peak Retirement Planning's portfolio in Q2 2026, its #31 holding.
Peak Retirement Planning first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
1,109 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.