TAFW
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Tred Avon Family Wealth’s Flex FLEX Stock Holding History

Tred Avon Family Wealth’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 		$678K Buy
4,182
+22
+0.5% +$2.67K 0.21% 143
2026
Q1 		$272K Buy
4,160
+340
+9% +$21.7K 0.09% 231
2025
Q4 		$231K Sell
3,820
-1,450
-28% -$89.6K 0.08% 237
2025
Q3 		$306K Buy
+5,270
New +$280K 0.1% 207

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's FLEX Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Flex (FLEX) stake by 0.53% in Q2 2026, buying an estimated $2.67K and bringing the position to 4,182 shares worth $678K. The position accounts for 0.21% of the portfolio, ranked #143.

Tred Avon Family Wealth first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Tred Avon Family Wealth held 4,182 shares of Flex worth $678K as of Q2 2026.
  • Tred Avon Family Wealth bought 22 Flex shares in Q2 2026, an estimated $2.67K.
  • Flex made up 0.21% of Tred Avon Family Wealth's portfolio in Q2 2026, its #143 holding.
  • Tred Avon Family Wealth first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.