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Mount Yale Investment Advisors’s Flowserve FLS Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-1,232
Closed -$64.5K – 1006
2025
Q2 		$64.5K Buy
+1,232
New +$58K 0.01% 745

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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mount Yale Investment Advisors's FLS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Flowserve (FLS) in Q3 2025, closing a stake of 1,232 shares — an estimated $64.5K sold.

Mount Yale Investment Advisors first reported a position in FLS in Q2 2025 and held it in 1 quarter. The position peaked at $64.5K in Q2 2025. 518 funds tracked by Wall St. Rank hold FLS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Flowserve position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,232 Flowserve shares in Q3 2025, an estimated $64.5K.
  • Mount Yale Investment Advisors first reported a position in Flowserve in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Flowserve position peaked at $64.5K in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Flowserve as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.