VWA
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Valued Wealth Advisors’s Flowserve FLS Stock Holding History

Valued Wealth Advisors’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 		$443 Hold
6
– – ﹤0.01% 673
2025
Q4 		$418 Hold
6
– – ﹤0.01% 555
2025
Q3 		$321 Hold
6
– – ﹤0.01% 554
2025
Q2 		$316 Hold
6
– – ﹤0.01% 552
2025
Q1 		$295 Hold
6
– – ﹤0.01% 586
2024
Q4 		$347 Hold
6
– – ﹤0.01% 583
2024
Q3 		$312 Hold
6
– – ﹤0.01% 569
2024
Q2 		$290 Hold
6
– – ﹤0.01% 542
2024
Q1 		$276 Hold
6
– – ﹤0.01% 531
2023
Q4 		$240 Buy
+6
New +$230 ﹤0.01% 487

Other funds holding FLS

BlackRock
BlackRock New York $5.7T 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 $564B 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