Wealthspire Advisors (New York)’s Flex FLEX Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-3,952	Closed	-$239K	–	996
2025 Q4	$239K	Buy	3,952 +2,378	+151%	+$147K	﹤0.01%	897
2025 Q3	$91.2K	Buy	+1,574	New	+$83.6K	﹤0.01%	1036
2023 Q4	–	Sell	-23,686	Closed	-$482K	–	648
2023 Q3	$482K	Buy	23,686 +3,014	+15%	+$61.1K	0.01%	402
2023 Q2	$431K	Buy	+20,672	New	+$369K	0.01%	392

Other funds holding FLEX

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s FLEX Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Flex (FLEX) in Q1 2026, closing a stake of 3,952 shares — an estimated $239K sold.

Wealthspire Advisors (New York) first reported a position in FLEX in Q2 2023 and held it in 4 quarters. The position peaked at $482K in Q3 2023. 785 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Flex position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,952 Flex shares in Q1 2026, an estimated $239K.
Wealthspire Advisors (New York) first reported a position in Flex in Q2 2023 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Flex position peaked at $482K in Q3 2023.
785 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.