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Principia Wealth Advisory’s Flowserve FLS Stock Holding History

Principia Wealth Advisory’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 		$2.52K Buy
34
+4
+13% +$304 ﹤0.01% 526
2026
Q1 		$2.21K Hold
30
– – ﹤0.01% 489
2025
Q4 		$2.08K Buy
30
+5
+20% +$321 ﹤0.01% 454
2025
Q3 		$1.33K Hold
25
– – ﹤0.01% 544
2025
Q2 		$1.31K Buy
25
+17
+213% +$800 ﹤0.01% 493
2025
Q1 		$357 Buy
+8
New +$454 ﹤0.01% 658

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

Principia Wealth Advisory's FLS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Flowserve (FLS) stake by 13% in Q2 2026, buying an estimated $304 and bringing the position to 34 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Principia Wealth Advisory first reported a position in FLS in Q1 2025 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Principia Wealth Advisory held 34 shares of Flowserve worth $2.52K as of Q2 2026.
  • Principia Wealth Advisory bought 4 Flowserve shares in Q2 2026, an estimated $304.
  • Flowserve made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #526 holding.
  • Principia Wealth Advisory first reported a position in Flowserve in Q1 2025 and has held it in 6 quarters since.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.