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Forum Financial Management’s Flowserve FLS Stock Holding History

Forum Financial Management’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 		– Sell
-4,169
Closed -$289K – 580
2025
Q4 		$289K Buy
4,169
+108
+3% +$6.94K ﹤0.01% 766
2025
Q3 		$216K Buy
+4,061
New +$220K ﹤0.01% 927

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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Forum Financial Management's FLS Position: Q1 2026 in Review

Forum Financial Management sold out of Flowserve (FLS) in Q1 2026, closing a stake of 4,169 shares — an estimated $289K sold.

Forum Financial Management first reported a position in FLS in Q3 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 623 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Forum Financial Management reported no remaining Flowserve position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,169 Flowserve shares in Q1 2026, an estimated $289K.
  • Forum Financial Management first reported a position in Flowserve in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Flowserve position peaked at $289K in Q4 2025.
  • 623 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.