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

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

HCR Wealth Advisors's FLS Position: Q2 2026 in Review

HCR Wealth Advisors increased its Flowserve (FLS) stake by 2.1% in Q2 2026, buying an estimated $57.9K and bringing the position to 37,812 shares worth $2.8M. The position accounts for 0.25% of the portfolio, ranked #63.

HCR Wealth Advisors first reported a position in FLS in Q4 2016 and has held it in 8 quarters since. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

HCR Wealth Advisors held 37,812 shares of Flowserve worth $2.8M as of Q2 2026.
HCR Wealth Advisors bought 761 Flowserve shares in Q2 2026, an estimated $57.9K.
Flowserve made up 0.25% of HCR Wealth Advisors's portfolio in Q2 2026, its #63 holding.
HCR Wealth Advisors first reported a position in Flowserve in Q4 2016 and has held it in 8 quarters since.
589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.