Williams Jones Wealth Management
FLEX icon

Williams Jones Wealth Management’s Flex FLEX Stock Holding History

Williams Jones Wealth Management’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
Q3 		$5.53M Sell
50,257
-24,900
-33% -$2.95M 0.06% 138
2026
Q2 		$12.2M Buy
+75,157
New +$9.12M 0.14% 95

Other funds holding FLEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Williams Jones Wealth Management's FLEX Position: Q3 2026 in Review

Williams Jones Wealth Management reduced its Flex (FLEX) stake by 33% in Q3 2026, selling an estimated $2.95M and leaving 50,257 shares worth $5.53M. The position accounts for 0.06% of the portfolio, ranked #138.

Williams Jones Wealth Management first reported a position in FLEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.2M in Q2 2026. 831 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Williams Jones Wealth Management held 50,257 shares of Flex worth $5.53M as of Q3 2026.
  • Williams Jones Wealth Management sold 24,900 Flex shares in Q3 2026, an estimated $2.95M.
  • Flex made up 0.06% of Williams Jones Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Williams Jones Wealth Management first reported a position in Flex in Q2 2026 and has held it in 2 quarters since.
  • Williams Jones Wealth Management's Flex position peaked at $12.2M in Q2 2026.
  • 831 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Williams Jones Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.