Welch & Forbes’s Flex FLEX Stock Holding History

Welch & Forbes’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	$731K	Hold	4,508	–	–	0.01%	258
2026 Q1	$295K	Hold	4,508	–	–	﹤0.01%	327
2025 Q4	$272K	Hold	4,508	–	–	﹤0.01%	336
2025 Q3	$261K	Hold	4,508	–	–	﹤0.01%	351
2025 Q2	$225K	Buy	+4,508	New	+$176K	﹤0.01%	365

Other funds holding FLEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

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

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

Welch & Forbes's FLEX Position: Q2 2026 in Review

Welch & Forbes held its Flex (FLEX) position steady in Q2 2026 at 4,508 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #258.

Welch & Forbes first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Welch & Forbes held 4,508 shares of Flex worth $731K as of Q2 2026.
Welch & Forbes left its Flex share count unchanged in Q2 2026.
Flex made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #258 holding.
Welch & Forbes first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.