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Wilkerson Advisory Group’s Flex FLEX Stock Holding History

Wilkerson Advisory Group’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 		$437K Sell
2,694
-795
-23% -$96.4K 0.13% 66
2026
Q1 		$228K Sell
3,489
-3,843
-52% -$246K 0.08% 93
2025
Q4 		$443K Buy
+7,332
New +$453K 0.16% 68

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

Wilkerson Advisory Group's FLEX Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Flex (FLEX) stake by 23% in Q2 2026, selling an estimated $96.4K and leaving 2,694 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #66.

Wilkerson Advisory Group first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q4 2025. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Wilkerson Advisory Group held 2,694 shares of Flex worth $437K as of Q2 2026.
  • Wilkerson Advisory Group sold 795 Flex shares in Q2 2026, an estimated $96.4K.
  • Flex made up 0.13% of Wilkerson Advisory Group's portfolio in Q2 2026, its #66 holding.
  • Wilkerson Advisory Group first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Flex position peaked at $443K in Q4 2025.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.