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Tower Wealth Partners’s Flex FLEX Stock Holding History

Tower 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 		$891K Sell
5,498
-1,678
-23% -$204K 0.44% 27
2026
Q1 		$470K Buy
7,176
+107
+2% +$6.84K 0.26% 47
2025
Q4 		$427K Buy
7,069
+89
+1% +$5.5K 0.23% 51
2025
Q3 		$405K Buy
6,980
+249
+4% +$13.2K 0.22% 52
2025
Q2 		$336K Buy
6,731
+286
+4% +$11.1K 0.2% 56
2025
Q1 		$213K Buy
6,445
+904
+16% +$35.4K 0.11% 75
2024
Q4 		$213K Buy
+5,541
New +$205K 0.11% 71

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Tower Wealth Partners reduced its Flex (FLEX) stake by 23% in Q2 2026, selling an estimated $204K and leaving 5,498 shares worth $891K. The position accounts for 0.44% of the portfolio, ranked #27.

Tower Wealth Partners first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 1,119 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Tower Wealth Partners held 5,498 shares of Flex worth $891K as of Q2 2026.
  • Tower Wealth Partners sold 1,678 Flex shares in Q2 2026, an estimated $204K.
  • Flex made up 0.44% of Tower Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Tower Wealth Partners first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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