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Acumen Wealth Advisors’s Flowserve FLS Stock Holding History

Acumen 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 		$90.9K Sell
1,222
-150
-11% -$11.4K 0.02% 130
2026
Q1 		$101K Sell
1,372
-142
-9% -$11.2K 0.03% 125
2025
Q4 		$105K Buy
+1,514
New +$97.3K 0.03% 103

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Acumen Wealth Advisors reduced its Flowserve (FLS) stake by 11% in Q2 2026, selling an estimated $11.4K and leaving 1,222 shares worth $90.9K. The position accounts for 0.02% of the portfolio, ranked #130.

Acumen Wealth Advisors first reported a position in FLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 588 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Acumen Wealth Advisors held 1,222 shares of Flowserve worth $90.9K as of Q2 2026.
  • Acumen Wealth Advisors sold 150 Flowserve shares in Q2 2026, an estimated $11.4K.
  • Flowserve made up 0.02% of Acumen Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Acumen Wealth Advisors first reported a position in Flowserve in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Flowserve position peaked at $105K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.