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Rise Advisors’s Flowserve FLS Stock Holding History

Rise 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
Q4 		– Sell
-277
Closed -$14.7K – 593
2025
Q3 		$14.7K Buy
277
+1
+0.4% +$54 0.01% 769
2025
Q2 		$14.4K Buy
276
+2
+0.7% +$94 0.01% 758
2025
Q1 		$13.4K Sell
274
-110
-29% -$6.25K 0.01% 779
2024
Q4 		$22.1K Buy
384
+2
+0.5% +$115 0.01% 592
2024
Q3 		$19.8K Buy
382
+1
+0.3% +$48 0.01% 699
2024
Q2 		$18.3K Buy
381
+2
+0.5% +$96 0.01% 687
2024
Q1 		$17.3K Buy
+379
New +$16K 0.01% 748

Other funds holding FLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's FLS Position: Q4 2025 in Review

Rise Advisors sold out of Flowserve (FLS) in Q4 2025, closing a stake of 277 shares — an estimated $14.7K sold.

Rise Advisors first reported a position in FLS in Q1 2024 and held it in 7 quarters. The position peaked at $22.1K in Q4 2024. 572 funds tracked by Wall St. Rank hold FLS as of Q4 2025.

  • Rise Advisors reported no remaining Flowserve position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 277 Flowserve shares in Q4 2025, an estimated $14.7K.
  • Rise Advisors first reported a position in Flowserve in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Flowserve position peaked at $22.1K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held Flowserve as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.