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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
Q2 		$33.8K Buy
456
+411
+913% +$31.3K ﹤0.01% 1616
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 $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

Clearstead Advisors's FLS Position: Q2 2026 in Review

Clearstead Advisors increased its Flowserve (FLS) stake by 913% in Q2 2026, buying an estimated $31.3K and bringing the position to 456 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Clearstead Advisors first reported a position in FLS in Q1 2020 and has held it in 12 quarters since. The position peaked at $390K in Q2 2025. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Clearstead Advisors held 456 shares of Flowserve worth $33.8K as of Q2 2026.
  • Clearstead Advisors bought 411 Flowserve shares in Q2 2026, an estimated $31.3K.
  • Flowserve made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1616 holding.
  • Clearstead Advisors first reported a position in Flowserve in Q1 2020 and has held it in 12 quarters since.
  • Clearstead Advisors's Flowserve position peaked at $390K in Q2 2025.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.