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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sagespring Wealth Partners's FLEX Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Flex (FLEX) stake by 14% in Q1 2026, buying an estimated $34.5K and bringing the position to 4,504 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #667.

Sagespring Wealth Partners first reported a position in FLEX in Q3 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Sagespring Wealth Partners held 4,504 shares of Flex worth $295K as of Q1 2026.
  • Sagespring Wealth Partners bought 540 Flex shares in Q1 2026, an estimated $34.5K.
  • Flex made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #667 holding.
  • Sagespring Wealth Partners first reported a position in Flex in Q3 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.