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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
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

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

Winnow Wealth's FLEX Position: Q2 2026 in Review

Winnow Wealth reduced its Flex (FLEX) stake by 6.3% in Q2 2026, selling an estimated $118K and leaving 14,605 shares worth $2.37M. The position accounts for 1.61% of the portfolio, ranked #11.

Winnow Wealth first reported a position in FLEX in Q4 2024 and has held it in 6 quarters since. 1,116 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Winnow Wealth held 14,605 shares of Flex worth $2.37M as of Q2 2026.
  • Winnow Wealth sold 975 Flex shares in Q2 2026, an estimated $118K.
  • Flex made up 1.61% of Winnow Wealth's portfolio in Q2 2026, its #11 holding.
  • Winnow Wealth first reported a position in Flex in Q4 2024 and has held it in 6 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.