Spire Wealth Management’s Flowserve FLS Stock Holding History

Spire Wealth 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 Q2	$15K	Sell	202 -34	-14%	-$2.58K	﹤0.01%	1530
2026 Q1	$17.3K	Sell	236 -6	-2%	-$475	﹤0.01%	1468
2025 Q4	$16.8K	Buy	242 +6	+3%	+$386	﹤0.01%	1545
2025 Q3	$12.5K	Hold	236	–	–	﹤0.01%	1673
2025 Q2	$12.4K	Hold	236	–	–	﹤0.01%	1650
2025 Q1	$11.5K	Hold	236	–	–	﹤0.01%	1796
2024 Q4	$13.6K	Hold	236	–	–	﹤0.01%	1753
2024 Q3	$12.2K	Hold	236	–	–	﹤0.01%	1587
2024 Q2	$11.4K	Hold	236	–	–	﹤0.01%	1604
2024 Q1	$10.8K	Hold	236	–	–	﹤0.01%	1690
2023 Q4	$9.58K	Sell	236 -3	-1%	-$115	﹤0.01%	1770
2023 Q3	$9.51K	Sell	239 -93,773	-100%	-$3.62M	﹤0.01%	1752
2023 Q2	$3.49M	Buy	94,012 +93,976	+261,044%	+$3.26M	0.13%	157
2023 Q1	$1.22K	Hold	36	–	–	﹤0.01%	2365
2022 Q4	$1K	Hold	36	–	–	﹤0.01%	2181
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	2075
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	2506
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	2465
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	2864
2021 Q3	$1K	Hold	36	–	–	﹤0.01%	2526
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	2533
2021 Q1	$1K	Buy	+36	New	+$1.38K	﹤0.01%	2930

Other funds holding FLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Spire Wealth Management's FLS Position: Q2 2026 in Review

Spire Wealth Management reduced its Flowserve (FLS) stake by 14% in Q2 2026, selling an estimated $2.58K and leaving 202 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Spire Wealth Management first reported a position in FLS in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.49M in Q2 2023. 587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

Spire Wealth Management held 202 shares of Flowserve worth $15K as of Q2 2026.
Spire Wealth Management sold 34 Flowserve shares in Q2 2026, an estimated $2.58K.
Flowserve made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1530 holding.
Spire Wealth Management first reported a position in Flowserve in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Flowserve position peaked at $3.49M in Q2 2023.
587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.