Waverly Advisors’s Flex FLEX Stock Holding History

Waverly 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	$603K	Buy	+3,718	New	+$451K	﹤0.01%	1088
2026 Q1	–	Sell	-3,596	Closed	-$217K	–	1641
2025 Q4	$217K	Buy	+3,596	New	+$222K	﹤0.01%	1350
2014 Q1	–	Sell	-180	Closed	-$1K	–	752
2013 Q4	$1K	Buy	+180	New	+$1.09K	﹤0.01%	804

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 $3.38T AUM 44.17% 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

Waverly Advisors's FLEX Position: Q2 2026 in Review

Waverly Advisors opened a new position in Flex (FLEX) in Q2 2026: 3,718 shares worth $603K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in FLEX as recently as Q4 2025.

Waverly Advisors first reported a position in FLEX in Q4 2013 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Waverly Advisors held 3,718 shares of Flex worth $603K as of Q2 2026.
Flex was a new Waverly Advisors position in Q2 2026.
Flex made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1088 holding.
Waverly Advisors first reported a position in Flex in Q4 2013 and has held it in 3 quarters since.
1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.