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Robertson Stephens Wealth Management’s Flex FLEX Stock Holding History

Robertson Stephens 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 		– Sell
-26,035
Closed -$1.51M – 661
2025
Q3 		$1.51M Sell
26,035
-13,831
-35% -$735K 0.05% 208
2025
Q2 		$1.99M Sell
39,866
-24,100
-38% -$939K 0.06% 189
2025
Q1 		$2.12M Sell
63,966
-23,499
-27% -$921K 0.07% 185
2024
Q4 		$3.36M Sell
87,465
-48,350
-36% -$1.79M 0.12% 152
2024
Q3 		$4.54M Buy
135,815
+40,949
+43% +$1.26M 0.16% 124
2024
Q2 		$2.8M Buy
94,866
+2,364
+3% +$70.8K 0.14% 120
2024
Q1 		$2.65M Sell
92,502
-27,629
-23% -$725K 0.14% 126
2023
Q4 		$2.76M Sell
120,131
-189
-0.2% -$3.78K 0.17% 115
2023
Q3 		$2.45M Sell
120,320
-48
-0% -$973 0.17% 126
2023
Q2 		$2.51M Buy
120,368
+1,068
+0.9% +$19K 0.18% 115
2023
Q1 		$2.07M Buy
119,300
+10,389
+10% +$180K 0.16% 121
2022
Q4 		$1.76M Buy
108,911
+2,718
+3% +$40.8K 0.17% 119
2022
Q3 		$1.33M Buy
106,193
+5,606
+6% +$71.6K 0.14% 124
2022
Q2 		$1.1M Sell
100,587
-23,968
-19% -$297K 0.1% 153
2022
Q1 		$1.74M Sell
124,555
-728
-0.6% -$9.3K 0.15% 126
2021
Q4 		$1.73M Buy
125,283
+29,974
+31% +$406K 0.15% 125
2021
Q3 		$1.27M Buy
95,309
+3,173
+3% +$42.7K 0.14% 97
2021
Q2 		$1.24M Buy
92,136
+4,395
+5% +$59.7K 0.15% 103
2021
Q1 		$1.21M Buy
87,741
+3,345
+4% +$46.1K 0.19% 89
2020
Q4 		$1.14M Hold
84,396
– – 0.24% 81
2020
Q3 		$708K Buy
84,396
+5,547
+7% +$45.2K 0.17% 108
2020
Q2 		$609K Buy
+78,849
New +$568K 0.18% 96

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robertson Stephens Wealth Management's FLEX Position: Q4 2025 in Review

Robertson Stephens Wealth Management sold out of Flex (FLEX) in Q4 2025, closing a stake of 26,035 shares — an estimated $1.51M sold.

Robertson Stephens Wealth Management first reported a position in FLEX in Q2 2020 and held it in 22 quarters. The position peaked at $4.54M in Q3 2024. 765 funds tracked by Wall St. Rank hold FLEX as of Q4 2025.

  • Robertson Stephens Wealth Management reported no remaining Flex position as of Q4 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 26,035 Flex shares in Q4 2025, an estimated $1.51M.
  • Robertson Stephens Wealth Management first reported a position in Flex in Q2 2020 and held it in 22 quarters.
  • Robertson Stephens Wealth Management's Flex position peaked at $4.54M in Q3 2024.
  • 765 funds tracked by Wall St. Rank held Flex as of Q4 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.