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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
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
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

WealthCollab's OFLX Position: Q1 2026 in Review

WealthCollab held its Omega Flex (OFLX) position steady in Q1 2026 at 205 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

WealthCollab first reported a position in OFLX in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.3K in Q1 2025. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • WealthCollab held 205 shares of Omega Flex worth $6.36K as of Q1 2026.
  • WealthCollab left its Omega Flex share count unchanged in Q1 2026.
  • Omega Flex made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #632 holding.
  • WealthCollab first reported a position in Omega Flex in Q4 2023 and has held it in 6 quarters since.
  • WealthCollab's Omega Flex position peaked at $7.3K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.