Principia Wealth Advisory’s Flex FLEX Stock Holding History

Principia Wealth Advisory’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	$13.8K	Buy	85 +8	+10%	+$970	0.01%	208
2026 Q1	$5.04K	Buy	77 +13	+20%	+$831	﹤0.01%	301
2025 Q4	$3.87K	Hold	64	–	–	﹤0.01%	320
2025 Q3	$3.71K	Buy	64 +5	+8%	+$266	﹤0.01%	321
2025 Q2	$2.94K	Buy	59 +12	+26%	+$468	﹤0.01%	311
2025 Q1	$1.48K	Buy	47 +36	+327%	+$1.41K	﹤0.01%	331
2024 Q4	$422	Buy	+11	New	+$407	﹤0.01%	591

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

Principia Wealth Advisory's FLEX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Flex (FLEX) stake by 10% in Q2 2026, buying an estimated $970 and bringing the position to 85 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #208.

Principia Wealth Advisory first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Principia Wealth Advisory held 85 shares of Flex worth $13.8K as of Q2 2026.
Principia Wealth Advisory bought 8 Flex shares in Q2 2026, an estimated $970.
Flex made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #208 holding.
Principia Wealth Advisory first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.