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Integrated Wealth Concepts’s Flowserve FLS Stock Holding History

Integrated Wealth Concepts’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 		$1.4M Buy
18,921
+12,576
+198% +$956K 0.01% 1141
2026
Q1 		$466K Buy
6,345
+3,306
+109% +$262K ﹤0.01% 1578
2025
Q4 		$211K Sell
3,039
-2,325
-43% -$149K ﹤0.01% 1498
2025
Q3 		$285K Buy
5,364
+351
+7% +$19.1K ﹤0.01% 1660
2025
Q2 		$262K Buy
+5,013
New +$236K ﹤0.01% 1619

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

Integrated Wealth Concepts's FLS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Flowserve (FLS) stake by 198% in Q2 2026, buying an estimated $956K and bringing the position to 18,921 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1141.

Integrated Wealth Concepts first reported a position in FLS in Q2 2025 and has held it in 5 quarters since. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Integrated Wealth Concepts held 18,921 shares of Flowserve worth $1.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 12,576 Flowserve shares in Q2 2026, an estimated $956K.
  • Flowserve made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1141 holding.
  • Integrated Wealth Concepts first reported a position in Flowserve in Q2 2025 and has held it in 5 quarters since.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.