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Castle Rock Wealth Management’s Flowserve FLS Stock Holding History

Castle Rock 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 		$903K Buy
12,480
+1,115
+10% +$84.8K 0.18% 132
2026
Q1 		$855K Buy
11,365
+755
+7% +$59.8K 0.19% 125
2025
Q4 		$836K Buy
+10,610
New +$682K 0.18% 122

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

Castle Rock Wealth Management's FLS Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Flowserve (FLS) stake by 9.8% in Q2 2026, buying an estimated $84.8K and bringing the position to 12,480 shares worth $903K. The position accounts for 0.18% of the portfolio, ranked #132.

Castle Rock Wealth Management first reported a position in FLS in Q4 2025 and has held it in 3 quarters since. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Castle Rock Wealth Management held 12,480 shares of Flowserve worth $903K as of Q2 2026.
  • Castle Rock Wealth Management bought 1,115 Flowserve shares in Q2 2026, an estimated $84.8K.
  • Flowserve made up 0.18% of Castle Rock Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Castle Rock Wealth Management first reported a position in Flowserve in Q4 2025 and has held it in 3 quarters since.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.