Covestor’s Flowserve FLS Stock Holding History

Covestor’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	$39K	Sell	528 -1,070	-67%	-$84.7K	0.03%	836
2025 Q4	$111K	Sell	1,598 -70	-4%	-$4.5K	0.06%	518
2025 Q3	$88K	Sell	1,668 -291	-15%	-$15.8K	0.05%	647
2025 Q2	$103K	Buy	1,959 +797	+69%	+$37.5K	0.06%	538
2025 Q1	$57K	Sell	1,162 -832	-42%	-$47.3K	0.04%	792
2024 Q4	$115K	Sell	1,994 -268	-12%	-$15.4K	0.07%	437
2024 Q3	$117K	Sell	2,262 -15	-0.7%	-$723	0.07%	430
2024 Q2	$110K	Sell	2,277 -106	-4%	-$5.08K	0.07%	430
2024 Q1	$109K	Buy	2,383 +188	+9%	+$7.92K	0.07%	484
2023 Q4	$90K	Sell	2,195 -227	-9%	-$8.72K	0.06%	565
2023 Q3	$96K	Sell	2,422 -279	-10%	-$10.8K	0.07%	438
2023 Q2	$100K	Buy	2,701 +1,912	+242%	+$66.3K	0.08%	439
2023 Q1	$27K	Sell	789 -22	-3%	-$737	0.02%	913
2022 Q4	$25K	Sell	811 -239	-23%	-$6.97K	0.02%	967
2022 Q3	$26K	Sell	1,050 -1,714	-62%	-$51.8K	0.02%	929
2022 Q2	$79K	Sell	2,764 -920	-25%	-$29.3K	0.06%	536
2022 Q1	$132K	Buy	3,684 +2,139	+138%	+$69.9K	0.09%	338
2021 Q4	$47K	Buy	+1,545	New	+$51.1K	0.07%	576

Other funds holding FLS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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