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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tower Wealth Partners's FLEX Position: Q1 2026 in Review

Tower Wealth Partners increased its Flex (FLEX) stake by 1.5% in Q1 2026, buying an estimated $6.84K and bringing the position to 7,176 shares worth $470K. The position accounts for 0.26% of the portfolio, ranked #47.

Tower Wealth Partners first reported a position in FLEX in Q4 2024 and has held it in 6 quarters since. 784 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Tower Wealth Partners held 7,176 shares of Flex worth $470K as of Q1 2026.
  • Tower Wealth Partners bought 107 Flex shares in Q1 2026, an estimated $6.84K.
  • Flex made up 0.26% of Tower Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Tower Wealth Partners first reported a position in Flex in Q4 2024 and has held it in 6 quarters since.
  • 784 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.