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Strategic Wealth Partners’s Flowserve FLS Stock Holding History

Strategic Wealth Partners’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 		$11.2M Sell
152,949
-46,386
-23% -$3.67M 0.78% 43
2025
Q4 		$13.8M Buy
199,335
+26,601
+15% +$1.71M 0.95% 26
2025
Q3 		$9.18M Buy
+172,734
New +$9.38M 0.69% 50

Other funds holding FLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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 Wealth Partners's FLS Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Flowserve (FLS) stake by 23% in Q1 2026, selling an estimated $3.67M and leaving 152,949 shares worth $11.2M. The position accounts for 0.78% of the portfolio, ranked #43.

Strategic Wealth Partners first reported a position in FLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.8M in Q4 2025. 617 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Strategic Wealth Partners held 152,949 shares of Flowserve worth $11.2M as of Q1 2026.
  • Strategic Wealth Partners sold 46,386 Flowserve shares in Q1 2026, an estimated $3.67M.
  • Flowserve made up 0.78% of Strategic Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • Strategic Wealth Partners first reported a position in Flowserve in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Flowserve position peaked at $13.8M in Q4 2025.
  • 617 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.