Global Retirement Partners’s Flowserve FLS Stock Holding History

Global Retirement Partners’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
2025 Q4	$35.8K	Buy	516 +114	+28%	+$7.33K	﹤0.01%	2556
2025 Q3	$21.4K	Sell	402 -2,533	-86%	-$138K	﹤0.01%	2368
2025 Q2	$154K	Buy	+2,935	New	+$138K	﹤0.01%	1219
2024 Q4	$168K	Buy	2,924 +86	+3%	+$4.94K	﹤0.01%	1029
2024 Q3	$147K	Buy	2,838 +2,761	+3,586%	+$133K	﹤0.01%	1049
2024 Q2	$3.7K	Buy	77 +1	+1%	+$48	﹤0.01%	2744
2024 Q1	$3.47K	Hold	76	–	–	﹤0.01%	2544
2023 Q4	$3.05K	Buy	76 +14	+23%	+$538	﹤0.01%	2517
2023 Q3	$2.39K	Hold	62	–	–	﹤0.01%	2470
2023 Q2	$2.3K	Hold	62	–	–	﹤0.01%	2496
2023 Q1	$2.17K	Buy	62 +19	+44%	+$636	﹤0.01%	2479
2022 Q4	$1.32K	Buy	+43	New	+$1.25K	﹤0.01%	2504
2018 Q4	–	Sell	-1,500	Closed	-$82K	–	1488
2018 Q3	$82K	Hold	1,500	–	–	0.02%	444
2018 Q2	$61K	Hold	1,500	–	–	0.02%	494
2018 Q1	$65K	Buy	+1,500	New	+$65.3K	0.02%	463

Other funds holding FLS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D1 Capital Partners New York $11.2B AUM 15.78% 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

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return