True Wealth Design’s Flex FLEX Stock Holding History

True Wealth Design’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	$53.2K	Buy	328 +2	+0.6%	+$243	0.01%	463
2026 Q1	$21.3K	Sell	326 -3	-0.9%	-$192	0.01%	694
2025 Q4	$19.9K	Buy	329 +20	+6%	+$1.24K	0.01%	609
2025 Q3	$17.9K	Buy	309 +3	+1%	+$159	0.01%	651
2025 Q2	$15.3K	Buy	306 +250	+446%	+$9.74K	0.01%	452
2025 Q1	$1.85K	Buy	56 +10	+22%	+$392	﹤0.01%	1035
2024 Q4	$1.77K	Buy	46 +5	+12%	+$185	﹤0.01%	772
2024 Q3	$1.37K	Buy	41 +6	+17%	+$185	﹤0.01%	890
2024 Q2	$1.03K	Sell	35 -2	-5%	-$60	﹤0.01%	501
2024 Q1	$1.06K	Buy	37 +8	+28%	+$210	﹤0.01%	453
2023 Q4	$671	Hold	29	–	–	﹤0.01%	406
2023 Q3	$594	Hold	29	–	–	﹤0.01%	390
2023 Q2	$609	Hold	29	–	–	﹤0.01%	394
2023 Q1	$507	Hold	29	–	–	﹤0.01%	520
2022 Q4	$472	Buy	+29	New	+$435	﹤0.01%	466

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

True Wealth Design's FLEX Position: Q2 2026 in Review

True Wealth Design increased its Flex (FLEX) stake by 0.61% in Q2 2026, buying an estimated $243 and bringing the position to 328 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #463.

True Wealth Design first reported a position in FLEX in Q4 2022 and has held it in 15 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

True Wealth Design held 328 shares of Flex worth $53.2K as of Q2 2026.
True Wealth Design bought 2 Flex shares in Q2 2026, an estimated $243.
Flex made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #463 holding.
True Wealth Design first reported a position in Flex in Q4 2022 and has held it in 15 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.