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Ritholtz Wealth Management’s Flex FLEX Stock Holding History

Ritholtz 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 		$3.95M Buy
24,383
+1,204
+5% +$146K 0.06% 235
2026
Q1 		$1.52M Sell
23,179
-447
-2% -$28.6K 0.03% 444
2025
Q4 		$1.43M Buy
23,626
+5,206
+28% +$322K 0.03% 421
2025
Q3 		$1.07M Buy
18,420
+4,784
+35% +$254K 0.02% 477
2025
Q2 		$681K Buy
13,636
+1,868
+16% +$72.8K 0.02% 549
2025
Q1 		$389K Buy
11,768
+914
+8% +$35.8K 0.01% 662
2024
Q4 		$417K Buy
10,854
+4,842
+81% +$179K 0.01% 612
2024
Q3 		$201K Buy
+6,012
New +$185K 0.01% 813

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

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

Ritholtz Wealth Management increased its Flex (FLEX) stake by 5.2% in Q2 2026, buying an estimated $146K and bringing the position to 24,383 shares worth $3.95M. The position accounts for 0.06% of the portfolio, ranked #235.

Ritholtz Wealth Management 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.

  • Ritholtz Wealth Management held 24,383 shares of Flex worth $3.95M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,204 Flex shares in Q2 2026, an estimated $146K.
  • Flex made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Ritholtz Wealth Management 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 Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.