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SWP Investment Management’s Flowserve FLS Stock Holding History

SWP Investment 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 		– Sell
-33,107
Closed -$2.43M – 45
2026
Q1 		$2.43M Sell
33,107
-10,885
-25% -$862K 1.82% 31
2025
Q4 		$3.05M Buy
43,992
+11,352
+35% +$730K 2.21% 16
2025
Q3 		$1.73M Buy
+32,640
New +$1.77M 1.71% 31

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

SWP Investment Management's FLS Position: Q2 2026 in Review

SWP Investment Management sold out of Flowserve (FLS) in Q2 2026, closing a stake of 33,107 shares — an estimated $2.43M sold.

SWP Investment Management first reported a position in FLS in Q3 2025 and held it in 3 quarters. The position peaked at $3.05M in Q4 2025. 587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • SWP Investment Management reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
  • SWP Investment Management sold 33,107 Flowserve shares in Q2 2026, an estimated $2.43M.
  • SWP Investment Management first reported a position in Flowserve in Q3 2025 and held it in 3 quarters.
  • SWP Investment Management's Flowserve position peaked at $3.05M in Q4 2025.
  • 587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.