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Advisor OS’s Flowserve FLS Stock Holding History

Advisor OS’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 		$245K Buy
+3,307
New +$251K 0.02% 497
2026
Q1 		– Sell
-5,528
Closed -$384K – 596
2025
Q4 		$384K Buy
5,528
+668
+14% +$42.9K 0.03% 337
2025
Q3 		$258K Sell
4,860
-491
-9% -$26.7K 0.02% 398
2025
Q2 		$280K Buy
5,351
+54
+1% +$2.54K 0.03% 366
2025
Q1 		$259K Buy
5,297
+1,118
+27% +$63.5K 0.03% 356
2024
Q4 		$240K Buy
+4,179
New +$240K 0.03% 365

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

Advisor OS's FLS Position: Q2 2026 in Review

Advisor OS opened a new position in Flowserve (FLS) in Q2 2026: 3,307 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings. This is a return to the name: Advisor OS previously reported a position in FLS as recently as Q4 2025.

Advisor OS first reported a position in FLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q4 2025. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Advisor OS held 3,307 shares of Flowserve worth $245K as of Q2 2026.
  • Flowserve was a new Advisor OS position in Q2 2026.
  • Flowserve made up 0.02% of Advisor OS's portfolio in Q2 2026, its #497 holding.
  • Advisor OS first reported a position in Flowserve in Q4 2024 and has held it in 6 quarters since.
  • Advisor OS's Flowserve position peaked at $384K in Q4 2025.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.