United Advisor Group’s Flex FLEX Stock Holding History

United Advisor Group’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	-4,235	Closed	-$246K	–	491
2025 Q3	$246K	Buy	+4,235	New	+$225K	0.03%	405

Other funds holding FLEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Advisor Group's FLEX Position: Q4 2025 in Review

United Advisor Group sold out of Flex (FLEX) in Q4 2025, closing a stake of 4,235 shares — an estimated $246K sold.

United Advisor Group first reported a position in FLEX in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 762 funds tracked by Wall St. Rank hold FLEX as of Q4 2025.

United Advisor Group reported no remaining Flex position as of Q4 2025 after selling out during the quarter.
United Advisor Group sold 4,235 Flex shares in Q4 2025, an estimated $246K.
United Advisor Group first reported a position in Flex in Q3 2025 and held it in 1 quarter.
United Advisor Group's Flex position peaked at $246K in Q3 2025.
762 funds tracked by Wall St. Rank held Flex as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.