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True Wealth Design’s Flowserve FLS Stock Holding History

True Wealth Design’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 		$3.12K Sell
42
-13
-24% -$989 ﹤0.01% 1524
2026
Q1 		$4.04K Buy
55
+13
+31% +$1.03K ﹤0.01% 1280
2025
Q4 		$2.91K Sell
42
-223
-84% -$14.3K ﹤0.01% 1306
2025
Q3 		$14.1K Buy
265
+222
+516% +$12.1K ﹤0.01% 722
2025
Q2 		$2.25K Sell
43
-830
-95% -$39K ﹤0.01% 1137
2025
Q1 		$42.6K Sell
873
-13
-1% -$738 0.02% 215
2024
Q4 		$51K Buy
886
+394
+80% +$22.6K 0.02% 157
2024
Q3 		$25.4K Buy
+492
New +$23.7K 0.01% 288

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

True Wealth Design's FLS Position: Q2 2026 in Review

True Wealth Design reduced its Flowserve (FLS) stake by 24% in Q2 2026, selling an estimated $989 and leaving 42 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

True Wealth Design first reported a position in FLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $51K in Q4 2024. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • True Wealth Design held 42 shares of Flowserve worth $3.12K as of Q2 2026.
  • True Wealth Design sold 13 Flowserve shares in Q2 2026, an estimated $989.
  • Flowserve made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1524 holding.
  • True Wealth Design first reported a position in Flowserve in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Flowserve position peaked at $51K in Q4 2024.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.