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Whipplewood Advisors’s Flex FLEX Stock Holding History

Whipplewood Advisors’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 		– Sell
-35
Closed -$2.29K – 808
2026
Q1 		$2.29K Buy
+35
New +$2.24K ﹤0.01% 749
2025
Q3 		– Sell
-35
Closed -$1.75K – 622
2025
Q2 		$1.75K Sell
35
-143
-80% -$5.57K ﹤0.01% 909
2025
Q1 		$1.16K Buy
178
+143
+409% +$5.6K ﹤0.01% 1000
2024
Q4 		$1.34K Buy
+35
New +$1.29K ﹤0.01% 950

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Whipplewood Advisors's FLEX Position: Q2 2026 in Review

Whipplewood Advisors sold out of Flex (FLEX) in Q2 2026, closing a stake of 35 shares — an estimated $2.29K sold.

Whipplewood Advisors first reported a position in FLEX in Q4 2024 and held it in 4 quarters. The position peaked at $2.29K in Q1 2026. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Whipplewood Advisors reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 35 Flex shares in Q2 2026, an estimated $2.29K.
  • Whipplewood Advisors first reported a position in Flex in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Flex position peaked at $2.29K in Q1 2026.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.