Creative Planning’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.97M | Buy |
54,034
+11,624
| +27% | +$921K | ﹤0.01% | 1366 |
|
|
2025
Q4 | $2.94M | Buy |
42,410
+10,330
| +32% | +$664K | ﹤0.01% | 1393 |
|
|
2025
Q3 | $1.7M | Buy |
32,080
+14,504
| +83% | +$787K | ﹤0.01% | 1666 |
|
|
2025
Q2 | $920K | Buy |
17,576
+8,777
| +100% | +$413K | ﹤0.01% | 1933 |
|
|
2025
Q1 | $430K | Sell |
8,799
-1,644
| -16% | -$93.4K | ﹤0.01% | 2430 |
|
|
2024
Q4 | $601K | Buy |
10,443
+3,564
| +52% | +$205K | ﹤0.01% | 2057 |
|
|
2024
Q3 | $356K | Buy |
6,879
+444
| +7% | +$21.4K | ﹤0.01% | 2388 |
|
|
2024
Q2 | $310K | Sell |
6,435
-456
| -7% | -$21.8K | ﹤0.01% | 2320 |
|
|
2024
Q1 | $315K | Buy |
6,891
+161
| +2% | +$6.78K | ﹤0.01% | 2212 |
|
|
2023
Q4 | $277K | Buy |
6,730
+983
| +17% | +$37.8K | ﹤0.01% | 2146 |
|
|
2023
Q3 | $229K | Buy |
5,747
+136
| +2% | +$5.25K | ﹤0.01% | 2143 |
|
|
2023
Q2 | $208K | Buy |
5,611
+5,604
| +80,057% | +$194K | ﹤0.01% | 2187 |
|
|
2023
Q1 | $238 | Buy |
+7
| New | +$234 | ﹤0.01% | 2611 |
|
|
2021
Q4 | – | Sell |
-5,967
| Closed | -$207K | – | 2133 |
|
|
2021
Q3 | $207K | Buy |
5,967
+602
| +11% | +$23.6K | ﹤0.01% | 1842 |
|
|
2021
Q2 | $216K | Sell |
5,365
-1,791
| -25% | -$74K | ﹤0.01% | 1766 |
|
|
2021
Q1 | $278K | Buy |
7,156
+94
| +1% | +$3.61K | ﹤0.01% | 1842 |
|
|
2020
Q4 | $260K | Buy |
+7,062
| New | +$231K | ﹤0.01% | 1709 |
|
|
2020
Q3 | – | Sell |
-7,254
| Closed | -$207K | – | 2191 |
|
|
2020
Q2 | $207K | Buy |
+7,254
| New | +$194K | ﹤0.01% | 1510 |
|
|
2020
Q1 | – | Sell |
-9,114
| Closed | -$454K | – | 1947 |
|
|
2019
Q4 | $454K | Buy |
9,114
+4,123
| +83% | +$197K | ﹤0.01% | 1163 |
|
|
2019
Q3 | $233K | Sell |
4,991
-262
| -5% | -$12.4K | ﹤0.01% | 1505 |
|
|
2019
Q2 | $277K | Sell |
5,253
-167
| -3% | -$8.2K | ﹤0.01% | 1423 |
|
|
2019
Q1 | $245K | Hold |
5,420
| – | – | ﹤0.01% | 1455 |
|
|
2018
Q4 | $206K | Sell |
5,420
-276
| -5% | -$12.9K | ﹤0.01% | 1473 |
|
|
2018
Q3 | $312K | Buy |
+5,696
| New | +$276K | ﹤0.01% | 1372 |
|
|
2017
Q3 | – | Sell |
-2,408
| Closed | -$112K | – | 2512 |
|
|
2017
Q2 | $112K | Buy |
2,408
+141
| +6% | +$6.8K | ﹤0.01% | 1909 |
|
|
2017
Q1 | $110K | Sell |
2,267
-455
| -17% | -$22.1K | ﹤0.01% | 1887 |
|
|
2016
Q4 | $131K | Sell |
2,722
-45
| -2% | -$2.08K | ﹤0.01% | 1682 |
|
|
2016
Q3 | $133K | Buy |
2,767
+35
| +1% | +$1.66K | ﹤0.01% | 1651 |
|
|
2016
Q2 | $123K | Sell |
2,732
-150
| -5% | -$7.02K | ﹤0.01% | 1539 |
|
|
2016
Q1 | $128K | Sell |
2,882
-1,316
| -31% | -$54.3K | ﹤0.01% | 1478 |
|
|
2015
Q4 | $177K | Sell |
4,198
-1,278
| -23% | -$56.4K | ﹤0.01% | 1274 |
|
|
2015
Q3 | $225K | Buy |
+5,476
| New | +$251K | ﹤0.01% | 1128 |
|
|
2015
Q2 | – | Sell |
-3,024
| Closed | -$171K | – | 1744 |
|
|
2015
Q1 | $171K | Buy |
3,024
+659
| +28% | +$38.2K | ﹤0.01% | 1277 |
|
|
2014
Q4 | $141K | Sell |
2,365
-98
| -4% | -$6.23K | ﹤0.01% | 1347 |
|
|
2014
Q3 | $174K | Buy |
2,463
+248
| +11% | +$18.4K | ﹤0.01% | 1133 |
|
|
2014
Q2 | $165K | Hold |
2,215
| – | – | ﹤0.01% | 1136 |
|
|
2014
Q1 | $174K | Sell |
2,215
-478
| -18% | -$36.7K | ﹤0.01% | 1068 |
|
|
2013
Q4 | $212K | Sell |
2,693
-38
| -1% | -$2.63K | ﹤0.01% | 839 |
|
|
2013
Q3 | $170K | Buy |
2,731
+52
| +2% | +$3.01K | ﹤0.01% | 831 |
|
|
2013
Q2 | $145K | Buy |
+2,679
| New | +$145K | ﹤0.01% | 794 |
|
Other funds holding FLS
VPM
DCP
VCM
N
Creative Planning's FLS Position: Q1 2026 in Review
Creative Planning increased its Flowserve (FLS) stake by 27% in Q1 2026, buying an estimated $921K and bringing the position to 54,034 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.
Creative Planning first reported a position in FLS in Q2 2013 and has held it in 40 quarters since. 617 funds tracked by Wall St. Rank hold FLS as of Q1 2026.
- Creative Planning held 54,034 shares of Flowserve worth $3.97M as of Q1 2026.
- Creative Planning bought 11,624 Flowserve shares in Q1 2026, an estimated $921K.
- Flowserve made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1366 holding.
- Creative Planning first reported a position in Flowserve in Q2 2013 and has held it in 40 quarters since.
- 617 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.