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Great Valley Advisor Group’s Flowserve FLS Stock Holding History

Great Valley Advisor Group’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 		$2.95M Buy
39,757
+1,056
+3% +$80.3K 0.05% 319
2026
Q1 		$2.85M Sell
38,701
-6,875
-15% -$544K 0.05% 308
2025
Q4 		$3.16M Buy
45,576
+23,833
+110% +$1.53M 0.06% 258
2025
Q3 		$1.16M Buy
21,743
+1,220
+6% +$66.2K 0.02% 448
2025
Q2 		$1.07M Buy
+20,523
New +$965K 0.02% 449

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
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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Great Valley Advisor Group's FLS Position: Q2 2026 in Review

Great Valley Advisor Group increased its Flowserve (FLS) stake by 2.7% in Q2 2026, buying an estimated $80.3K and bringing the position to 39,757 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #319.

Great Valley Advisor Group first reported a position in FLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.16M in Q4 2025. 591 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Great Valley Advisor Group held 39,757 shares of Flowserve worth $2.95M as of Q2 2026.
  • Great Valley Advisor Group bought 1,056 Flowserve shares in Q2 2026, an estimated $80.3K.
  • Flowserve made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #319 holding.
  • Great Valley Advisor Group first reported a position in Flowserve in Q2 2025 and has held it in 5 quarters since.
  • Great Valley Advisor Group's Flowserve position peaked at $3.16M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.