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Valeo Financial Advisors’s Flex FLEX Stock Holding History

Valeo Financial Advisors’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 		$1.99M Buy
12,305
+2,577
+26% +$313K 0.04% 179
2026
Q1 		$637K Buy
9,728
+281
+3% +$18K 0.02% 355
2025
Q4 		$571K Buy
+9,447
New +$584K 0.01% 427
2021
Q2 		– Sell
-365
Closed -$5K – 971
2021
Q1 		$5K Buy
365
+23
+7% +$317 ﹤0.01% 1553
2020
Q4 		$5K Sell
342
-237
-41% -$2.74K ﹤0.01% 1359
2020
Q3 		$5K Sell
579
-911
-61% -$7.43K ﹤0.01% 1246
2020
Q2 		$12K Hold
1,490
– – ﹤0.01% 1225
2020
Q1 		$10K Sell
1,490
-2,654
-64% -$23K ﹤0.01% 1090
2019
Q4 		$39K Buy
4,144
+2,672
+182% +$23K ﹤0.01% 736
2019
Q3 		$12K Sell
1,472
-43
-3% -$330 ﹤0.01% 975
2019
Q2 		$11K Hold
1,515
– – ﹤0.01% 995
2019
Q1 		$11K Sell
1,515
-123
-8% -$880 ﹤0.01% 936
2018
Q4 		$9K Sell
1,638
-10
-0.6% -$70 ﹤0.01% 904
2018
Q3 		$10K Hold
1,648
– – ﹤0.01% 962
2018
Q2 		$17K Sell
1,648
-17
-1% -$191 ﹤0.01% 806
2018
Q1 		$20K Buy
1,665
+5
+0.3% +$68 ﹤0.01% 711
2017
Q4 		$23K Buy
1,660
+171
+11% +$2.31K ﹤0.01% 636
2017
Q3 		$19K Buy
+1,489
New +$18.4K ﹤0.01% 560

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

Valeo Financial Advisors's FLEX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Flex (FLEX) stake by 26% in Q2 2026, buying an estimated $313K and bringing the position to 12,305 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #179.

Valeo Financial Advisors first reported a position in FLEX in Q3 2017 and has held it in 18 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Valeo Financial Advisors held 12,305 shares of Flex worth $1.99M as of Q2 2026.
  • Valeo Financial Advisors bought 2,577 Flex shares in Q2 2026, an estimated $313K.
  • Flex made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #179 holding.
  • Valeo Financial Advisors first reported a position in Flex in Q3 2017 and has held it in 18 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.