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Clearstead Advisors’s Flowserve FLS Stock Holding History

Clearstead 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
2026
Q1 		$3.31K Sell
45
-664
-94% -$52.6K ﹤0.01% 1798
2025
Q4 		$49.2K Sell
709
-447
-39% -$28.7K ﹤0.01% 1411
2025
Q3 		$61.4K Sell
1,156
-6,291
-84% -$342K ﹤0.01% 1212
2025
Q2 		$390K Buy
7,447
+428
+6% +$20.1K 0.01% 673
2025
Q1 		$343K Buy
7,019
+1,235
+21% +$70.1K 0.01% 672
2024
Q4 		$333K Sell
5,784
-532
-8% -$30.5K 0.01% 687
2024
Q3 		$326K Hold
6,316
– – 0.01% 695
2024
Q2 		$304K Buy
+6,316
New +$302K 0.01% 675
2020
Q4 		– Sell
-2,210
Closed -$60K – 991
2020
Q3 		$60K Hold
2,210
– – 0.01% 444
2020
Q2 		$63K Hold
2,210
– – 0.01% 405
2020
Q1 		$53K Buy
+2,210
New +$89.2K 0.01% 399

Other funds holding FLS

BlackRock
BlackRock New York $5.7T 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return