PWM
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Prosperity Wealth Management’s Flex FLEX Stock Holding History

Prosperity 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
Q4 		$562K Buy
+9,300
New +$574K 0.19% 113
2024
Q1 		– Sell
-9,687
Closed -$222K – 182
2023
Q4 		$222K Buy
+9,687
New +$194K 0.14% 118

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prosperity Wealth Management's FLEX Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Flex (FLEX) in Q4 2025: 9,300 shares worth $562K. The stake represents 0.19% of the portfolio and ranks #113 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in FLEX as recently as Q4 2023.

Prosperity Wealth Management first reported a position in FLEX in Q4 2023 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold FLEX as of Q4 2025.

  • Prosperity Wealth Management held 9,300 shares of Flex worth $562K as of Q4 2025.
  • Flex was a new Prosperity Wealth Management position in Q4 2025.
  • Flex made up 0.19% of Prosperity Wealth Management's portfolio in Q4 2025, its #113 holding.
  • Prosperity Wealth Management first reported a position in Flex in Q4 2023 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Flex as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.