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RWA Wealth Partners’s Flex FLEX Stock Holding History

RWA Wealth Partners’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 		$259K Buy
+1,601
New +$194K ﹤0.01% 593
2018
Q3 		– Sell
-133
Closed -$1K – 410
2018
Q2 		$1K Buy
+133
New +$1.49K ﹤0.01% 771

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

RWA Wealth Partners's FLEX Position: Q2 2026 in Review

RWA Wealth Partners opened a new position in Flex (FLEX) in Q2 2026: 1,601 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: RWA Wealth Partners previously reported a position in FLEX as recently as Q2 2018.

RWA Wealth Partners first reported a position in FLEX in Q2 2018 and has held it in 2 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • RWA Wealth Partners held 1,601 shares of Flex worth $259K as of Q2 2026.
  • Flex was a new RWA Wealth Partners position in Q2 2026.
  • Flex made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #593 holding.
  • RWA Wealth Partners first reported a position in Flex in Q2 2018 and has held it in 2 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.