Spire Wealth Management’s Flex FLEX Stock Holding History

Spire 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	$4.4M	Buy	+27,190	New	+$3.3M	0.13%	151
2025 Q4	–	Sell	-17	Closed	-$985	–	2371
2025 Q3	$985	Buy	+17	New	+$903	﹤0.01%	2275
2024 Q3	–	Sell	-113	Closed	-$3.33K	–	2206
2024 Q2	$3.33K	Buy	+113	New	+$3.38K	﹤0.01%	1912
2024 Q1	–	Sell	-329	Closed	-$5.7K	–	2342
2023 Q4	$5.7K	Hold	329	–	–	﹤0.01%	1925
2023 Q3	$6.69K	Sell	329 -189	-36%	-$3.83K	﹤0.01%	1851
2023 Q2	$10.8K	Buy	518 +188	+57%	+$3.35K	﹤0.01%	1789
2023 Q1	$5.73K	Buy	+330	New	+$5.71K	﹤0.01%	2001
2022 Q3	–	Sell	-9,959	Closed	-$109K	–	2320
2022 Q2	$109K	Buy	+9,959	New	+$123K	﹤0.01%	1003
2022 Q1	–	Sell	-8,076	Closed	-$112K	–	2644
2021 Q4	$112K	Buy	+8,076	New	+$109K	﹤0.01%	1357

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management opened a new position in Flex (FLEX) in Q2 2026: 27,190 shares worth $4.4M. The stake represents 0.13% of the portfolio and ranks #151 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in FLEX as recently as Q3 2025.

Spire Wealth Management first reported a position in FLEX in Q4 2021 and has held it in 9 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Spire Wealth Management held 27,190 shares of Flex worth $4.4M as of Q2 2026.
Flex was a new Spire Wealth Management position in Q2 2026.
Flex made up 0.13% of Spire Wealth Management's portfolio in Q2 2026, its #151 holding.
Spire Wealth Management first reported a position in Flex in Q4 2021 and has held it in 9 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.