QWM
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Quaker Wealth Management’s Flex FLEX Stock Holding History

Quaker 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
2026
Q2 		$1.78K Hold
11
– – ﹤0.01% 462
2026
Q1 		$721 Buy
11
+4
+57% +$256 ﹤0.01% 609
2025
Q4 		$423 Hold
7
– – ﹤0.01% 727
2025
Q3 		$406 Hold
7
– – ﹤0.01% 646
2025
Q2 		$350 Buy
+7
New +$273 ﹤0.01% 683

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

Quaker Wealth Management's FLEX Position: Q2 2026 in Review

Quaker Wealth Management held its Flex (FLEX) position steady in Q2 2026 at 11 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Quaker Wealth Management first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Quaker Wealth Management held 11 shares of Flex worth $1.78K as of Q2 2026.
  • Quaker Wealth Management left its Flex share count unchanged in Q2 2026.
  • Flex made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #462 holding.
  • Quaker Wealth Management first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.