GoalVest Advisory’s Fluor FLR Stock Holding History

GoalVest Advisory’s Portfolio FLR Stock Details FLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24,200	Closed	-$1.13M	–	527
2026 Q1	$1.13M	Buy	24,200 +12,000	+98%	+$559K	0.22%	73
2025 Q4	$483K	Sell	12,200 -1,200	-9%	-$53.1K	0.09%	105
2025 Q3	$564K	Buy	13,400 +6,700	+100%	+$308K	0.12%	88
2025 Q2	$344K	Buy	+6,700	New	+$267K	0.09%	100

Other funds holding FLR

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GoalVest Advisory's FLR Position: Q2 2026 in Review

GoalVest Advisory sold out of Fluor (FLR) in Q2 2026, closing a stake of 24,200 shares — an estimated $1.13M sold.

GoalVest Advisory first reported a position in FLR in Q2 2025 and held it in 4 quarters. The position peaked at $1.13M in Q1 2026. 51 funds tracked by Wall St. Rank hold FLR as of Q2 2026.

GoalVest Advisory reported no remaining Fluor position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 24,200 Fluor shares in Q2 2026, an estimated $1.13M.
GoalVest Advisory first reported a position in Fluor in Q2 2025 and held it in 4 quarters.
GoalVest Advisory's Fluor position peaked at $1.13M in Q1 2026.
51 funds tracked by Wall St. Rank held Fluor as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.