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Waverly Advisors’s Flowserve FLS Stock Holding History

Waverly 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 		$316K Buy
4,297
+121
+3% +$9.58K ﹤0.01% 1281
2025
Q4 		$290K Buy
4,176
+373
+10% +$24K ﹤0.01% 1222
2025
Q3 		$202K Buy
+3,803
New +$206K ﹤0.01% 1215
2014
Q4 		– Sell
-1,800
Closed -$127K – 512
2014
Q3 		$127K Hold
1,800
– – 0.07% 115
2014
Q2 		$134K Hold
1,800
– – 0.06% 121
2014
Q1 		$141K Hold
1,800
– – 0.06% 116
2013
Q4 		$142K Buy
+1,800
New +$125K 0.05% 180

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

Waverly Advisors's FLS Position: Q1 2026 in Review

Waverly Advisors increased its Flowserve (FLS) stake by 2.9% in Q1 2026, buying an estimated $9.58K and bringing the position to 4,297 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Waverly Advisors first reported a position in FLS in Q4 2013 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Waverly Advisors held 4,297 shares of Flowserve worth $316K as of Q1 2026.
  • Waverly Advisors bought 121 Flowserve shares in Q1 2026, an estimated $9.58K.
  • Flowserve made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1281 holding.
  • Waverly Advisors first reported a position in Flowserve in Q4 2013 and has held it in 7 quarters since.
  • 617 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.