GVAG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Great Valley Advisor Group's FLS Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Flowserve (FLS) stake by 15% in Q1 2026, selling an estimated $544K and leaving 38,701 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #308.

Great Valley Advisor Group first reported a position in FLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.16M in Q4 2025. 617 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Great Valley Advisor Group held 38,701 shares of Flowserve worth $2.85M as of Q1 2026.
  • Great Valley Advisor Group sold 6,875 Flowserve shares in Q1 2026, an estimated $544K.
  • Flowserve made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #308 holding.
  • Great Valley Advisor Group first reported a position in Flowserve in Q2 2025 and has held it in 4 quarters since.
  • Great Valley Advisor Group's Flowserve position peaked at $3.16M in Q4 2025.
  • 617 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.