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Sagespring Wealth Partners’s Flex FLEX Stock Holding History

Sagespring 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 		$783K Buy
4,830
+326
+7% +$39.5K 0.01% 412
2026
Q1 		$295K Buy
4,504
+540
+14% +$34.5K 0.01% 667
2025
Q4 		$240K Sell
3,964
-210
-5% -$13K ﹤0.01% 699
2025
Q3 		$242K Buy
+4,174
New +$222K ﹤0.01% 677

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

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

Sagespring Wealth Partners increased its Flex (FLEX) stake by 7.2% in Q2 2026, buying an estimated $39.5K and bringing the position to 4,830 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #412.

Sagespring Wealth Partners first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 1,120 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Sagespring Wealth Partners held 4,830 shares of Flex worth $783K as of Q2 2026.
  • Sagespring Wealth Partners bought 326 Flex shares in Q2 2026, an estimated $39.5K.
  • Flex made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #412 holding.
  • Sagespring Wealth Partners first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.