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Physician Wealth Advisors’s Flowserve FLS Stock Holding History

Physician 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
2026
Q2 		– Sell
-7
Closed -$515 – 2380
2026
Q1 		$515 Hold
7
– – ﹤0.01% 1921
2025
Q4 		$486 Sell
7
-2
-22% -$129 ﹤0.01% 1899
2025
Q3 		$479 Buy
+9
New +$489 ﹤0.01% 1826

Other funds holding FLS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's FLS Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Flowserve (FLS) in Q2 2026, closing a stake of 7 shares — an estimated $515 sold.

Physician Wealth Advisors first reported a position in FLS in Q3 2025 and held it in 3 quarters. The position peaked at $515 in Q1 2026. 209 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 7 Flowserve shares in Q2 2026, an estimated $515.
  • Physician Wealth Advisors first reported a position in Flowserve in Q3 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Flowserve position peaked at $515 in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.