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Pinnacle Wealth Planning Services’s Fluor FLR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.2K Hold
562
– – ﹤0.01% 1549
2025
Q4 		$22.3K Buy
+562
New +$24.9K ﹤0.01% 1664
2024
Q4 		– Sell
-5,302
Closed -$253K – 453
2024
Q3 		$253K Buy
5,302
+469
+10% +$22.1K 0.03% 359
2024
Q2 		$210K Buy
+4,833
New +$201K 0.03% 411
2021
Q1 		– Sell
-783
Closed -$12K – 924
2020
Q4 		$12K Buy
+783
New +$11.1K ﹤0.01% 1332

Other funds holding FLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's FLR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Fluor (FLR) position steady in Q1 2026 at 562 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Pinnacle Wealth Planning Services first reported a position in FLR in Q4 2020 and has held it in 5 quarters since. The position peaked at $253K in Q3 2024. 524 funds tracked by Wall St. Rank hold FLR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 562 shares of Fluor worth $26.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Fluor share count unchanged in Q1 2026.
  • Fluor made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1549 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fluor in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Fluor position peaked at $253K in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Fluor as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.