WCG Wealth Advisors’s Flex FLEX Stock Holding History

WCG Wealth 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	$2.3M	Sell	14,185 -13,167	-48%	-$1.6M	0.05%	291
2026 Q1	$1.79M	Sell	27,352 -1,285	-4%	-$82.2K	0.05%	284
2025 Q4	$1.73M	Buy	28,637 +14,454	+102%	+$893K	0.05%	278
2025 Q3	$822K	Sell	14,183 -2,148	-13%	-$114K	0.05%	257
2025 Q2	$815K	Buy	16,331 +5,750	+54%	+$224K	0.05%	246
2025 Q1	$350K	Buy	+10,581	New	+$415K	0.03%	261

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

WCG Wealth Advisors's FLEX Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Flex (FLEX) stake by 48% in Q2 2026, selling an estimated $1.6M and leaving 14,185 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #291.

WCG Wealth Advisors first reported a position in FLEX in Q1 2025 and has held it in 6 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

WCG Wealth Advisors held 14,185 shares of Flex worth $2.3M as of Q2 2026.
WCG Wealth Advisors sold 13,167 Flex shares in Q2 2026, an estimated $1.6M.
Flex made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #291 holding.
WCG Wealth Advisors first reported a position in Flex in Q1 2025 and has held it in 6 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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