Shelton Capital Management’s Flowserve FLS Stock Holding History

Shelton Capital Management’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 Q1	$303K	Sell	4,116 -247	-6%	-$19.6K	0.01%	513
2025 Q4	$303K	Sell	4,363 -297	-6%	-$19.1K	0.01%	497
2025 Q3	$248K	Hold	4,660	–	–	0.01%	579
2025 Q2	$244K	Sell	4,660 -161	-3%	-$7.57K	0.01%	581
2025 Q1	$235K	Sell	4,821 -137	-3%	-$7.78K	0.01%	585
2024 Q4	$285K	Sell	4,958 -388	-7%	-$22.3K	0.01%	524
2024 Q3	$276K	Hold	5,346	–	–	0.01%	542
2024 Q2	$257K	Sell	5,346 -309	-5%	-$14.8K	0.01%	556
2024 Q1	$258K	Hold	5,655	–	–	0.01%	600
2023 Q4	$233K	Sell	5,655 -437	-7%	-$16.8K	0.01%	613
2023 Q3	$242K	Sell	6,092 -473	-7%	-$18.3K	0.01%	561
2023 Q2	$244K	Hold	6,565	–	–	0.01%	602
2023 Q1	$223K	Sell	6,565 -339	-5%	-$11.4K	0.01%	628
2022 Q4	$212K	Buy	+6,904	New	+$201K	0.02%	621
2022 Q2	–	Sell	-6,904	Closed	-$248K	–	757
2022 Q1	$248K	Hold	6,904	–	–	0.01%	666
2021 Q4	$211K	Sell	6,904 -433	-6%	-$14.3K	0.01%	769
2021 Q3	$254K	Hold	7,337	–	–	0.01%	638
2021 Q2	$296K	Buy	+7,337	New	+$303K	0.01%	569

Other funds holding FLS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return