Strategic Wealth Partners’s Flex FLEX Stock Holding History

Strategic 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 Q2	$1.46K	Buy	+9	New	+$1.09K	﹤0.01%	1231
2022 Q2	–	Sell	-43,251	Closed	-$605K	–	257
2022 Q1	$605K	Sell	43,251 -4,451	-9%	-$56.9K	0.12%	167
2021 Q4	$659K	Buy	+47,702	New	+$646K	0.12%	174
2019 Q4	–	Sell	-133	Closed	-$1	–	256
2019 Q3	$1	Hold	133	–	–	﹤0.01%	702
2019 Q2	$0	Hold	133	–	–	﹤0.01%	760
2019 Q1	$1K	Hold	133	–	–	﹤0.01%	743
2018 Q4	$1K	Hold	133	–	–	﹤0.01%	657
2018 Q3	$1K	Hold	133	–	–	﹤0.01%	624
2018 Q2	$1K	Hold	133	–	–	﹤0.01%	725
2018 Q1	$2K	Hold	133	–	–	﹤0.01%	733
2017 Q4	$2K	Buy	+133	New	+$1.8K	﹤0.01%	693

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

Strategic Wealth Partners's FLEX Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Flex (FLEX) in Q2 2026: 9 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in FLEX as recently as Q1 2022.

Strategic Wealth Partners first reported a position in FLEX in Q4 2017 and has held it in 11 quarters since. The position peaked at $659K in Q4 2021. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Strategic Wealth Partners held 9 shares of Flex worth $1.46K as of Q2 2026.
Flex was a new Strategic Wealth Partners position in Q2 2026.
Flex made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1231 holding.
Strategic Wealth Partners first reported a position in Flex in Q4 2017 and has held it in 11 quarters since.
Strategic Wealth Partners's Flex position peaked at $659K in Q4 2021.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.