SHP Wealth Management’s Flex FLEX Stock Holding History

SHP 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
2026 Q1	$18.7K	Hold	285	–	–	﹤0.01%	745
2025 Q4	$17.2K	Buy	+285	New	+$17.6K	﹤0.01%	719

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's FLEX Position: Q1 2026 in Review

SHP Wealth Management held its Flex (FLEX) position steady in Q1 2026 at 285 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

SHP Wealth Management first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

SHP Wealth Management held 285 shares of Flex worth $18.7K as of Q1 2026.
SHP Wealth Management left its Flex share count unchanged in Q1 2026.
Flex made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #745 holding.
SHP Wealth Management first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
785 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.