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Private Wealth Management Group’s Flex FLEX Stock Holding History

Private Wealth Management 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 		$6.32K Buy
39
+37
+1,850% +$4.49K ﹤0.01% 757
2026
Q1 		$131 Hold
2
– – ﹤0.01% 1406
2025
Q4 		$121 Hold
2
– – ﹤0.01% 1447
2025
Q3 		$116 Hold
2
– – ﹤0.01% 1463
2025
Q2 		$100 Sell
2
-3
-60% -$117 ﹤0.01% 1470
2025
Q1 		$166 Buy
5
+3
+150% +$118 ﹤0.01% 1449
2024
Q4 		$77 Hold
2
– – ﹤0.01% 1495
2024
Q3 		$67 Buy
+2
New +$62 ﹤0.01% 1488

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Private Wealth Management Group's FLEX Position: Q2 2026 in Review

Private Wealth Management Group increased its Flex (FLEX) stake by 1,850% in Q2 2026, buying an estimated $4.49K and bringing the position to 39 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Private Wealth Management Group first reported a position in FLEX in Q3 2024 and has held it in 8 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Private Wealth Management Group held 39 shares of Flex worth $6.32K as of Q2 2026.
  • Private Wealth Management Group bought 37 Flex shares in Q2 2026, an estimated $4.49K.
  • Flex made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #757 holding.
  • Private Wealth Management Group first reported a position in Flex in Q3 2024 and has held it in 8 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.