Private Wealth Partners’s Fluor FLR Stock Holding History

Private Wealth Partners’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
2025 Q2	–	Sell	-17,000	Closed	-$609K	–	179
2025 Q1	$609K	Buy	+17,000	New	+$734K	0.05%	113
2015 Q2	–	Sell	-7,500	Closed	-$429K	–	144
2015 Q1	$429K	Buy	+7,500	New	+$426K	0.1%	112
2014 Q3	–	Sell	-4,000	Closed	-$308K	–	174
2014 Q2	$308K	Hold	4,000	–	–	0.07%	132
2014 Q1	$311K	Buy	+4,000	New	+$312K	0.07%	130

Other funds holding FLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Private Wealth Partners's FLR Position: Q2 2025 in Review

Private Wealth Partners sold out of Fluor (FLR) in Q2 2025, closing a stake of 17,000 shares — an estimated $609K sold.

Private Wealth Partners first reported a position in FLR in Q1 2014 and held it in 4 quarters. The position peaked at $609K in Q1 2025. 495 funds tracked by Wall St. Rank hold FLR as of Q2 2025.

Private Wealth Partners reported no remaining Fluor position as of Q2 2025 after selling out during the quarter.
Private Wealth Partners sold 17,000 Fluor shares in Q2 2025, an estimated $609K.
Private Wealth Partners first reported a position in Fluor in Q1 2014 and held it in 4 quarters.
Private Wealth Partners's Fluor position peaked at $609K in Q1 2025.
495 funds tracked by Wall St. Rank held Fluor as of Q2 2025.

Based on Private Wealth Partners's 13F filing for Q2 2025, filed 1 Aug 2025.