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Cassaday & Co Wealth Management’s Flowserve FLS Stock Holding History

Cassaday & Co 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
Q2 		$34.2K Buy
461
+397
+620% +$30.2K ﹤0.01% 690
2026
Q1 		$4.71K Buy
+64
New +$5.07K ﹤0.01% 981

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

Cassaday & Co Wealth Management's FLS Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Flowserve (FLS) stake by 620% in Q2 2026, buying an estimated $30.2K and bringing the position to 461 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Cassaday & Co Wealth Management first reported a position in FLS in Q1 2026 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Cassaday & Co Wealth Management held 461 shares of Flowserve worth $34.2K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 397 Flowserve shares in Q2 2026, an estimated $30.2K.
  • Flowserve made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #690 holding.
  • Cassaday & Co Wealth Management first reported a position in Flowserve in Q1 2026 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.