GoalVest Advisory’s Flowserve FLS Stock Holding History

GoalVest Advisory’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	$58.2K	Hold	785	–	–	0.01%	193
2026 Q1	$57.7K	Sell	785 -655	-45%	-$51.9K	0.01%	209
2025 Q4	$99.9K	Sell	1,440 -1,000	-41%	-$64.3K	0.02%	186
2025 Q3	$130K	Buy	+2,440	New	+$132K	0.03%	154
2022 Q2	–	Sell	-13	Closed	–	–	389
2022 Q1	$0	Buy	+13	New	+$425	﹤0.01%	421

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

GoalVest Advisory's FLS Position: Q2 2026 in Review

GoalVest Advisory held its Flowserve (FLS) position steady in Q2 2026 at 785 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #193.

GoalVest Advisory first reported a position in FLS in Q1 2022 and has held it in 5 quarters since. The position peaked at $130K in Q3 2025. 587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

GoalVest Advisory held 785 shares of Flowserve worth $58.2K as of Q2 2026.
GoalVest Advisory left its Flowserve share count unchanged in Q2 2026.
Flowserve made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #193 holding.
GoalVest Advisory first reported a position in Flowserve in Q1 2022 and has held it in 5 quarters since.
GoalVest Advisory's Flowserve position peaked at $130K in Q3 2025.
587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

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