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Tortoise Investment Management’s Flex FLEX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-9
Closed -$522 – 669
2025
Q3 		$522 Buy
+9
New +$478 ﹤0.01% 1167
2023
Q3 		– Sell
-133
Closed -$2.76K – 809
2023
Q2 		$2.76K Hold
133
– – ﹤0.01% 665
2023
Q1 		$2.3K Buy
+133
New +$2.3K ﹤0.01% 686

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's FLEX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Flex (FLEX) in Q4 2025, closing a stake of 9 shares — an estimated $522 sold.

Tortoise Investment Management first reported a position in FLEX in Q1 2023 and held it in 3 quarters. The position peaked at $2.76K in Q2 2023. 764 funds tracked by Wall St. Rank hold FLEX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Flex position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 9 Flex shares in Q4 2025, an estimated $522.
  • Tortoise Investment Management first reported a position in Flex in Q1 2023 and held it in 3 quarters.
  • Tortoise Investment Management's Flex position peaked at $2.76K in Q2 2023.
  • 764 funds tracked by Wall St. Rank held Flex as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.