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 Q2	$48.1K	Buy	297 +12	+4%	+$1.46K	﹤0.01%	557
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SHP Wealth Management's FLEX Position: Q2 2026 in Review

SHP Wealth Management increased its Flex (FLEX) stake by 4.2% in Q2 2026, buying an estimated $1.46K and bringing the position to 297 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

SHP Wealth Management first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

SHP Wealth Management held 297 shares of Flex worth $48.1K as of Q2 2026.
SHP Wealth Management bought 12 Flex shares in Q2 2026, an estimated $1.46K.
Flex made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #557 holding.
SHP Wealth Management first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.