WealthCollab’s Omega Flex OFLX Stock Holding History

WealthCollab’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 Q2	$4.49K	Sell	143 -62	-30%	-$1.93K	﹤0.01%	741
2026 Q1	$6.36K	Hold	205	–	–	﹤0.01%	632
2025 Q4	$6.04K	Buy	205 +143	+231%	+$4.08K	﹤0.01%	679
2025 Q3	$1.93K	Buy	+62	New	+$2.1K	﹤0.01%	834
2025 Q2	–	Sell	-210	Closed	-$7.3K	–	998
2025 Q1	$7.3K	Buy	+210	New	+$8.14K	﹤0.01%	528
2024 Q2	–	Sell	-25	Closed	-$1.77K	–	898
2024 Q1	$1.77K	Hold	25	–	–	﹤0.01%	765
2023 Q4	$1.76K	Buy	+25	New	+$1.87K	﹤0.01%	760

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

WealthCollab's OFLX Position: Q2 2026 in Review

WealthCollab reduced its Omega Flex (OFLX) stake by 30% in Q2 2026, selling an estimated $1.93K and leaving 143 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

WealthCollab first reported a position in OFLX in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.3K in Q1 2025. 110 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

WealthCollab held 143 shares of Omega Flex worth $4.49K as of Q2 2026.
WealthCollab sold 62 Omega Flex shares in Q2 2026, an estimated $1.93K.
Omega Flex made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #741 holding.
WealthCollab first reported a position in Omega Flex in Q4 2023 and has held it in 7 quarters since.
WealthCollab's Omega Flex position peaked at $7.3K in Q1 2025.
110 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.