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Measured Wealth Private Client Group’s Flowserve FLS Stock Holding History

Measured Wealth Private Client Group’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 		$58.9K Sell
794
-40
-5% -$3.04K 0.01% 304
2026
Q1 		$61.3K Sell
834
-46
-5% -$3.64K 0.02% 274
2025
Q4 		$61.1K Buy
880
+211
+32% +$13.6K 0.02% 293
2025
Q3 		$35.6K Buy
+669
New +$36.3K 0.01% 347

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

Measured Wealth Private Client Group's FLS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Flowserve (FLS) stake by 4.8% in Q2 2026, selling an estimated $3.04K and leaving 794 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #304.

Measured Wealth Private Client Group first reported a position in FLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.3K in Q1 2026. 587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Measured Wealth Private Client Group held 794 shares of Flowserve worth $58.9K as of Q2 2026.
  • Measured Wealth Private Client Group sold 40 Flowserve shares in Q2 2026, an estimated $3.04K.
  • Flowserve made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #304 holding.
  • Measured Wealth Private Client Group first reported a position in Flowserve in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Flowserve position peaked at $61.3K in Q1 2026.
  • 587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.