HCR Wealth Advisors’s Flowserve FLS Stock Holding History

HCR Wealth Advisors’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	$2.8M	Buy	37,812 +761	+2%	+$57.9K	0.25%	63
2026 Q1	$2.72M	Buy	37,051 +33,301	+888%	+$2.64M	0.28%	61
2025 Q4	$260K	Buy	+3,750	New	+$241K	0.03%	210
2018 Q1	–	Sell	-13,484	Closed	-$568K	–	173
2017 Q4	$568K	Sell	13,484 -2,845	-17%	-$119K	0.2%	100
2017 Q3	$695K	Sell	16,329 -1,436	-8%	-$60.4K	0.29%	83
2017 Q2	$825K	Sell	17,765 -132	-0.7%	-$6.37K	0.41%	58
2017 Q1	$867K	Buy	17,897 +4,814	+37%	+$233K	0.44%	57
2016 Q4	$629K	Buy	+13,083	New	+$606K	0.33%	70

Other funds holding FLS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return