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Winnow Wealth’s Flex FLEX Stock Holding History

Winnow Wealth’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 		$1.4M Sell
12,707
-1,898
-13% -$225K 0.92% 28
2026
Q2 		$2.37M Sell
14,605
-975
-6% -$118K 1.61% 11
2026
Q1 		$1.02M Sell
15,580
-1,068
-6% -$68.3K 0.79% 32
2025
Q4 		$1.02M Sell
16,648
-1,591
-9% -$98.3K 0.75% 36
2025
Q3 		$1.06M Buy
+18,239
New +$969K 0.83% 37
2025
Q2 		– Sell
-21,450
Closed -$710K – 365
2025
Q1 		$710K Buy
21,450
+4,333
+25% +$170K 0.65% 63
2024
Q4 		$651K Buy
+17,117
New +$634K 0.65% 55

Other funds holding FLEX

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Winnow Wealth's FLEX Position: Q3 2026 in Review

Winnow Wealth reduced its Flex (FLEX) stake by 13% in Q3 2026, selling an estimated $225K and leaving 12,707 shares worth $1.4M. The position accounts for 0.92% of the portfolio, ranked #28.

Winnow Wealth first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q2 2026. 113 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Winnow Wealth held 12,707 shares of Flex worth $1.4M as of Q3 2026.
  • Winnow Wealth sold 1,898 Flex shares in Q3 2026, an estimated $225K.
  • Flex made up 0.92% of Winnow Wealth's portfolio in Q3 2026, its #28 holding.
  • Winnow Wealth first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
  • Winnow Wealth's Flex position peaked at $2.37M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.