SMH
FLEX icon

Sanders Morris Harris’s Flex FLEX Stock Holding History

Sanders Morris Harris’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 		– Sell
-5,100
Closed -$334K – 144
2026
Q1 		$334K Hold
5,100
– – 0.05% 219
2025
Q4 		$323K Hold
5,100
– – 0.5% 25
2025
Q3 		$296K Hold
5,100
– – 0.04% 233
2025
Q2 		$255K Buy
+5,100
New +$199K 0.06% 118
2025
Q1 		– Sell
-5,600
Closed -$219K – 297
2024
Q4 		$219K Buy
+5,600
New +$207K 0.03% 255
2021
Q1 		– Sell
-17,782
Closed -$241K – 308
2020
Q4 		$241K Hold
17,782
– – 0.05% 240
2020
Q3 		$150K Buy
17,782
+664
+4% +$5.42K 0.04% 245
2020
Q2 		$132K Sell
17,118
-1,327
-7% -$9.56K 0.06% 123
2020
Q1 		$0 Sell
18,445
-511,161
-97% -$4.42M ﹤0.01% 204
2019
Q4 		$3.99M Buy
529,606
+82,075
+18% +$708K 0.91% 24
2019
Q3 		$3.53M Sell
447,531
-72,146
-14% -$554K 0.85% 23
2019
Q2 		$3.75M Sell
519,677
-2,630
-0.5% -$20.2K 0.97% 19
2019
Q1 		$3.94M Buy
522,307
+136,681
+35% +$978K 1.91% 12
2018
Q4 		$2.21M Buy
385,626
+35,829
+10% +$250K 1.21% 19
2018
Q3 		$3.46M Sell
349,797
-14,597
-4% -$153K 1.62% 16
2018
Q2 		$3.88M Buy
364,394
+173,352
+91% +$1.95M 1.79% 16
2018
Q1 		$2.35M Sell
191,042
-26,327
-12% -$359K 0.98% 25
2017
Q4 		$2.95M Sell
217,369
-16,847
-7% -$228K 1.25% 21
2017
Q3 		$2.92M Buy
+234,216
New +$2.89M 1.25% 20
2017
Q2 		– Sell
-185,548
Closed -$2.35M – 139
2017
Q1 		$2.35M Buy
+185,548
New +$2.22M 0.86% 31

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

Sanders Morris Harris's FLEX Position: Q2 2026 in Review

Sanders Morris Harris sold out of Flex (FLEX) in Q2 2026, closing a stake of 5,100 shares — an estimated $334K sold.

Sanders Morris Harris first reported a position in FLEX in Q1 2017 and held it in 20 quarters. The position peaked at $3.99M in Q4 2019. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Sanders Morris Harris reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 5,100 Flex shares in Q2 2026, an estimated $334K.
  • Sanders Morris Harris first reported a position in Flex in Q1 2017 and held it in 20 quarters.
  • Sanders Morris Harris's Flex position peaked at $3.99M in Q4 2019.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.