180 Wealth Advisors’s Flowserve FLS Stock Holding History

180 Wealth Advisors’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$942K	Sell	12,702 -399	-3%	-$30.3K	0.09%	209
2026 Q1	$963K	Buy	13,101 +120	+0.9%	+$9.5K	0.11%	198
2025 Q4	$901K	Sell	12,981 -648	-5%	-$41.6K	0.1%	194
2025 Q3	$724K	Buy	+13,629	New	+$740K	0.09%	209
2025 Q1	–	Sell	-12,255	Closed	-$705K	–	424
2024 Q4	$705K	Buy	12,255 +565	+5%	+$32.4K	0.11%	173
2024 Q3	$604K	Buy	11,690 +3,361	+40%	+$162K	0.1%	199
2024 Q2	$401K	Buy	8,329 +2,892	+53%	+$138K	0.07%	261
2024 Q1	$248K	Buy	+5,437	New	+$229K	0.04%	332
2019 Q4	–	Sell	-7,024	Closed	-$319K	–	270
2019 Q3	$319K	Buy	7,024 +402	+6%	+$19K	0.14%	182
2019 Q2	$301K	Sell	6,622 -113	-2%	-$5.55K	0.14%	185
2019 Q1	$334K	Sell	6,735 -53	-0.8%	-$2.31K	0.15%	171
2018 Q4	$371K	Hold	6,788	–	–	0.17%	163
2018 Q3	$371K	Buy	6,788 +98	+1%	+$4.75K	0.17%	163
2018 Q2	$270K	Sell	6,690 -25	-0.4%	-$1.09K	0.13%	190
2018 Q1	$290K	Buy	+6,715	New	+$292K	0.15%	171

Other funds holding FLS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

MPAM

Murphy Pohlad Asset Management Eden Prairie, Minnesota $287M AUM 38.81% 1-Year Est. Return

180 Wealth Advisors's FLS Position: Q2 2026 in Review

180 Wealth Advisors reduced its Flowserve (FLS) stake by 3% in Q2 2026, selling an estimated $30.3K and leaving 12,702 shares worth $942K. The position accounts for 0.09% of the portfolio, ranked #209.

180 Wealth Advisors first reported a position in FLS in Q1 2018 and has held it in 15 quarters since. The position peaked at $963K in Q1 2026. 91 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

180 Wealth Advisors held 12,702 shares of Flowserve worth $942K as of Q2 2026.
180 Wealth Advisors sold 399 Flowserve shares in Q2 2026, an estimated $30.3K.
Flowserve made up 0.09% of 180 Wealth Advisors's portfolio in Q2 2026, its #209 holding.
180 Wealth Advisors first reported a position in Flowserve in Q1 2018 and has held it in 15 quarters since.
180 Wealth Advisors's Flowserve position peaked at $963K in Q1 2026.
91 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.