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Jackson Thornton Wealth Management’s Flowserve FLS Stock Holding History

Jackson Thornton 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
Q1 		$253K Sell
2,993
-60
-2% -$4.75K 0.02% 233
2025
Q4 		$222K Buy
+3,053
New +$196K 0.02% 278

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

Jackson Thornton Wealth Management's FLS Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Flowserve (FLS) stake by 2% in Q1 2026, selling an estimated $4.75K and leaving 2,993 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #233.

Jackson Thornton Wealth Management first reported a position in FLS in Q4 2025 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Jackson Thornton Wealth Management held 2,993 shares of Flowserve worth $253K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 60 Flowserve shares in Q1 2026, an estimated $4.75K.
  • Flowserve made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #233 holding.
  • Jackson Thornton Wealth Management first reported a position in Flowserve in Q4 2025 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.