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Wealth Preservation Advisors’s Flex FLEX Stock Holding History

Wealth Preservation 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 		– Sell
-14
Closed -$916 – 381
2026
Q1 		$916 Sell
14
-30
-68% -$1.92K ﹤0.01% 701
2025
Q4 		$2.66K Sell
44
-27
-38% -$1.67K ﹤0.01% 477
2025
Q3 		$4.12K Sell
71
-7
-9% -$372 ﹤0.01% 395
2025
Q2 		$3.89K Sell
78
-1
-1% -$39 ﹤0.01% 394
2025
Q1 		$2.61K Buy
+79
New +$3.1K ﹤0.01% 451

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

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

Wealth Preservation Advisors sold out of Flex (FLEX) in Q2 2026, closing a stake of 14 shares — an estimated $916 sold.

Wealth Preservation Advisors first reported a position in FLEX in Q1 2025 and held it in 5 quarters. The position peaked at $4.12K in Q3 2025. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 14 Flex shares in Q2 2026, an estimated $916.
  • Wealth Preservation Advisors first reported a position in Flex in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Flex position peaked at $4.12K in Q3 2025.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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