WWM
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Waterway Wealth Management’s Flex FLEX Stock Holding History

Waterway Wealth Management’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 		$585K Sell
3,608
-13,639
-79% -$1.65M 0.12% 69
2026
Q1 		$1.13M Sell
17,247
-2,020
-10% -$129K 0.25% 43
2025
Q4 		$1.16M Buy
+19,267
New +$1.19M 0.26% 40

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Waterway Wealth Management's FLEX Position: Q2 2026 in Review

Waterway Wealth Management reduced its Flex (FLEX) stake by 79% in Q2 2026, selling an estimated $1.65M and leaving 3,608 shares worth $585K. The position accounts for 0.12% of the portfolio, ranked #69.

Waterway Wealth Management first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 196 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Waterway Wealth Management held 3,608 shares of Flex worth $585K as of Q2 2026.
  • Waterway Wealth Management sold 13,639 Flex shares in Q2 2026, an estimated $1.65M.
  • Flex made up 0.12% of Waterway Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Waterway Wealth Management first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
  • Waterway Wealth Management's Flex position peaked at $1.16M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.