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Strategic Family Wealth Counselors’s Flowserve FLS Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-3,170
Closed -$241K – 184
2025
Q4 		$241K Buy
+3,170
New +$204K 0.05% 192

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.9T AUM 41.92% 1-Year Est. Return
N
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

Strategic Family Wealth Counselors's FLS Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Flowserve (FLS) in Q1 2026, closing a stake of 3,170 shares — an estimated $241K sold.

Strategic Family Wealth Counselors first reported a position in FLS in Q4 2025 and held it in 1 quarter. The position peaked at $241K in Q4 2025. 619 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Flowserve position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 3,170 Flowserve shares in Q1 2026, an estimated $241K.
  • Strategic Family Wealth Counselors first reported a position in Flowserve in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Flowserve position peaked at $241K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.