Evolve Private Wealth’s Flowserve FLS Stock Holding History

Evolve Private Wealth’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	-35,348	Closed	-$2.6M	–	1087
2026 Q1	$2.6M	Buy	35,348 +27,912	+375%	+$2.21M	0.14%	142
2025 Q4	$517K	Buy	+7,436	New	+$478K	0.03%	521

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

Evolve Private Wealth's FLS Position: Q2 2026 in Review

Evolve Private Wealth sold out of Flowserve (FLS) in Q2 2026, closing a stake of 35,348 shares — an estimated $2.6M sold.

Evolve Private Wealth first reported a position in FLS in Q4 2025 and held it in 2 quarters. The position peaked at $2.6M in Q1 2026. 587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

Evolve Private Wealth reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 35,348 Flowserve shares in Q2 2026, an estimated $2.6M.
Evolve Private Wealth first reported a position in Flowserve in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Flowserve position peaked at $2.6M in Q1 2026.
587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

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