EP Wealth Advisors’s Flowserve FLS Stock Holding History

EP Wealth 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	–	Sell	-3,326	Closed	-$244K	–	1777
2026 Q1	$244K	Buy	+3,326	New	+$263K	﹤0.01%	1290

Other funds holding FLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

EP Wealth Advisors's FLS Position: Q2 2026 in Review

EP Wealth Advisors sold out of Flowserve (FLS) in Q2 2026, closing a stake of 3,326 shares — an estimated $244K sold.

EP Wealth Advisors first reported a position in FLS in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 591 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

EP Wealth Advisors reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 3,326 Flowserve shares in Q2 2026, an estimated $244K.
EP Wealth Advisors first reported a position in Flowserve in Q1 2026 and held it in 1 quarter.
EP Wealth Advisors's Flowserve position peaked at $244K in Q1 2026.
591 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.