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Keudell/Morrison Wealth Management’s Flowserve FLS Stock Holding History

Keudell/Morrison 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 		$315K Hold
4,249
– – 0.06% 189
2026
Q1 		$312K Sell
4,249
-89
-2% -$7.05K 0.06% 184
2025
Q4 		$301K Buy
+4,338
New +$279K 0.06% 178
2025
Q2 		$227K Buy
+4,338
New +$204K 0.05% 202

Other funds holding FLS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Keudell/Morrison Wealth Management's FLS Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Flowserve (FLS) position steady in Q2 2026 at 4,249 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #189.

Keudell/Morrison Wealth Management first reported a position in FLS in Q2 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,249 shares of Flowserve worth $315K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Flowserve share count unchanged in Q2 2026.
  • Flowserve made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Keudell/Morrison Wealth Management first reported a position in Flowserve in Q2 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.