Atria Wealth Solutions’s Flowserve FLS Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-11,429	Closed	-$558K	–	1612
2025 Q1	$558K	Buy	11,429 +5,604	+96%	+$318K	0.01%	1151
2024 Q4	$335K	Sell	5,825 -516	-8%	-$29.6K	﹤0.01%	1479
2024 Q3	$328K	Sell	6,341 -600	-9%	-$28.9K	﹤0.01%	1463
2024 Q2	$334K	Sell	6,941 -700	-9%	-$33.5K	﹤0.01%	1449
2024 Q1	$351K	Hold	7,641	–	–	﹤0.01%	1456
2023 Q4	$315K	Hold	7,641	–	–	﹤0.01%	1468
2023 Q3	$305K	Hold	7,641	–	–	﹤0.01%	1406
2023 Q2	$285K	Hold	7,641	–	–	﹤0.01%	1475
2023 Q1	$261K	Hold	7,641	–	–	﹤0.01%	1502
2022 Q4	$234K	Buy	+7,641	New	+$223K	﹤0.01%	1511
2022 Q3	–	Sell	-7,512	Closed	-$217K	–	1791
2022 Q2	$217K	Sell	7,512 -300	-4%	-$9.55K	﹤0.01%	1408
2022 Q1	$282K	Buy	+7,812	New	+$255K	﹤0.01%	1354

Other funds holding FLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Atria Wealth Solutions's FLS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Flowserve (FLS) in Q2 2025, closing a stake of 11,429 shares — an estimated $558K sold.

Atria Wealth Solutions first reported a position in FLS in Q1 2022 and held it in 12 quarters. The position peaked at $558K in Q1 2025. 485 funds tracked by Wall St. Rank hold FLS as of Q2 2025.

Atria Wealth Solutions reported no remaining Flowserve position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,429 Flowserve shares in Q2 2025, an estimated $558K.
Atria Wealth Solutions first reported a position in Flowserve in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's Flowserve position peaked at $558K in Q1 2025.
485 funds tracked by Wall St. Rank held Flowserve as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.