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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
Q2 		$289K Sell
3,895
-149,054
-97% -$11.3M 0.02% 265
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
EARNEST Partners
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

Strategic Wealth Partners's FLS Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Flowserve (FLS) stake by 97% in Q2 2026, selling an estimated $11.3M and leaving 3,895 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #265.

Strategic Wealth Partners first reported a position in FLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.8M in Q4 2025. 590 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Strategic Wealth Partners held 3,895 shares of Flowserve worth $289K as of Q2 2026.
  • Strategic Wealth Partners sold 149,054 Flowserve shares in Q2 2026, an estimated $11.3M.
  • Flowserve made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Strategic Wealth Partners first reported a position in Flowserve in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Flowserve position peaked at $13.8M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.