HWM
FLS icon

HB Wealth Management’s Flowserve FLS Stock Holding History

HB Wealth Management’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 		$241K Sell
3,251
-700
-18% -$53.2K ﹤0.01% 1496
2026
Q1 		$290K Buy
3,951
+416
+12% +$32.9K ﹤0.01% 1252
2025
Q4 		$245K Buy
+3,535
New +$227K ﹤0.01% 1245

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 $3.37T AUM 44.26% 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

HB Wealth Management's FLS Position: Q2 2026 in Review

HB Wealth Management reduced its Flowserve (FLS) stake by 18% in Q2 2026, selling an estimated $53.2K and leaving 3,251 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

HB Wealth Management first reported a position in FLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q1 2026. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • HB Wealth Management held 3,251 shares of Flowserve worth $241K as of Q2 2026.
  • HB Wealth Management sold 700 Flowserve shares in Q2 2026, an estimated $53.2K.
  • Flowserve made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1496 holding.
  • HB Wealth Management first reported a position in Flowserve in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Flowserve position peaked at $290K in Q1 2026.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.