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Private Wealth Management Group’s Omega Flex OFLX Stock Holding History

Private Wealth Management Group’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.73K Sell
88
-1
-1% -$33 ﹤0.01% 977
2025
Q4 		$2.62K Sell
89
-21
-19% -$599 ﹤0.01% 992
2025
Q3 		$3.43K Buy
110
+52
+90% +$1.76K ﹤0.01% 932
2025
Q2 		$1.88K Buy
58
+48
+480% +$1.54K ﹤0.01% 1102
2025
Q1 		$348 Buy
+10
New +$388 ﹤0.01% 1432

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Private Wealth Management Group's OFLX Position: Q1 2026 in Review

Private Wealth Management Group reduced its Omega Flex (OFLX) stake by 1.1% in Q1 2026, selling an estimated $33 and leaving 88 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Private Wealth Management Group first reported a position in OFLX in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.43K in Q3 2025. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Private Wealth Management Group held 88 shares of Omega Flex worth $2.73K as of Q1 2026.
  • Private Wealth Management Group sold 1 Omega Flex share in Q1 2026, an estimated $33.
  • Omega Flex made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #977 holding.
  • Private Wealth Management Group first reported a position in Omega Flex in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Management Group's Omega Flex position peaked at $3.43K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.