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Wealth Preservation Advisors’s Omega Flex OFLX Stock Holding History

Wealth Preservation Advisors’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93 Buy
+3
New +$99 ﹤0.01% 941

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Wealth Preservation Advisors's OFLX Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Omega Flex (OFLX) in Q1 2026: 3 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Wealth Preservation Advisors held 3 shares of Omega Flex worth $93 as of Q1 2026.
  • Omega Flex was a new Wealth Preservation Advisors position in Q1 2026.
  • Omega Flex made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #941 holding.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.