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Marshall & Sterling Wealth Advisors’s Flowserve FLS Stock Holding History

Marshall & Sterling 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
2025
Q2 		– Sell
-121
Closed -$5.91K – 647
2025
Q1 		$5.91K Buy
+121
New +$6.87K ﹤0.01% 436

Other funds holding FLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FLS Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Flowserve (FLS) in Q2 2025, closing a stake of 121 shares — an estimated $5.91K sold.

Marshall & Sterling Wealth Advisors first reported a position in FLS in Q1 2025 and held it in 1 quarter. The position peaked at $5.91K in Q1 2025. 484 funds tracked by Wall St. Rank hold FLS as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Flowserve position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 121 Flowserve shares in Q2 2025, an estimated $5.91K.
  • Marshall & Sterling Wealth Advisors first reported a position in Flowserve in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Flowserve position peaked at $5.91K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held Flowserve as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.