WLG
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Williamson Legacy Group’s Flex FLEX Stock Holding History

Williamson Legacy 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
2025
Q2 		– Sell
-30,296
Closed -$1M – 116
2025
Q1 		$1M Buy
30,296
+3,756
+14% +$147K 0.95% 50
2024
Q4 		$1.02M Buy
26,540
+2,104
+9% +$77.9K 0.68% 44
2024
Q3 		$817K Buy
24,436
+13,351
+120% +$411K 0.55% 63
2024
Q2 		$327K Buy
+11,085
New +$332K 0.24% 82

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Williamson Legacy Group's FLEX Position: Q2 2025 in Review

Williamson Legacy Group sold out of Flex (FLEX) in Q2 2025, closing a stake of 30,296 shares — an estimated $1M sold.

Williamson Legacy Group first reported a position in FLEX in Q2 2024 and held it in 4 quarters. The position peaked at $1.02M in Q4 2024. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Williamson Legacy Group reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 30,296 Flex shares in Q2 2025, an estimated $1M.
  • Williamson Legacy Group first reported a position in Flex in Q2 2024 and held it in 4 quarters.
  • Williamson Legacy Group's Flex position peaked at $1.02M in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.