Ariadne Wealth Management’s Flowserve FLS Stock Holding History

Ariadne Wealth Management’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 Q1	$230K	Sell	3,122 -186	-6%	-$14.7K	0.1%	209
2025 Q4	$288K	Buy	3,308 +99	+3%	+$6.36K	0.12%	182
2025 Q3	$218K	Buy	+3,209	New	+$174K	0.1%	218
2025 Q1	–	Sell	-4,869	Closed	-$309K	–	217
2024 Q4	$309K	Buy	4,869 +140	+3%	+$8.04K	0.14%	141
2024 Q3	$277K	Buy	+4,729	New	+$228K	0.15%	144

Other funds holding FLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ariadne Wealth Management's FLS Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Flowserve (FLS) stake by 5.6% in Q1 2026, selling an estimated $14.7K and leaving 3,122 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #209.

Ariadne Wealth Management first reported a position in FLS in Q3 2024 and has held it in 5 quarters since. The position peaked at $309K in Q4 2024. 618 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

Ariadne Wealth Management held 3,122 shares of Flowserve worth $230K as of Q1 2026.
Ariadne Wealth Management sold 186 Flowserve shares in Q1 2026, an estimated $14.7K.
Flowserve made up 0.1% of Ariadne Wealth Management's portfolio in Q1 2026, its #209 holding.
Ariadne Wealth Management first reported a position in Flowserve in Q3 2024 and has held it in 5 quarters since.
Ariadne Wealth Management's Flowserve position peaked at $309K in Q4 2024.
618 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.