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Caerus Investment Advisors’s Flowserve FLS Stock Holding History

Caerus Investment 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
2025
Q4 		– Sell
-3,817
Closed -$203K – 332
2025
Q3 		$203K Buy
+3,817
New +$207K 0.08% 262

Other funds holding FLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caerus Investment Advisors's FLS Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Flowserve (FLS) in Q4 2025, closing a stake of 3,817 shares — an estimated $203K sold.

Caerus Investment Advisors first reported a position in FLS in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 572 funds tracked by Wall St. Rank hold FLS as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Flowserve position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 3,817 Flowserve shares in Q4 2025, an estimated $203K.
  • Caerus Investment Advisors first reported a position in Flowserve in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Flowserve position peaked at $203K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held Flowserve as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.