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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
Q2 		$305K Sell
4,108
-189
-4% -$14.4K ﹤0.01% 1408
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 $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

Waverly Advisors's FLS Position: Q2 2026 in Review

Waverly Advisors reduced its Flowserve (FLS) stake by 4.4% in Q2 2026, selling an estimated $14.4K and leaving 4,108 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Waverly Advisors first reported a position in FLS in Q4 2013 and has held it in 8 quarters since. The position peaked at $316K in Q1 2026. 591 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Waverly Advisors held 4,108 shares of Flowserve worth $305K as of Q2 2026.
  • Waverly Advisors sold 189 Flowserve shares in Q2 2026, an estimated $14.4K.
  • Flowserve made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1408 holding.
  • Waverly Advisors first reported a position in Flowserve in Q4 2013 and has held it in 8 quarters since.
  • Waverly Advisors's Flowserve position peaked at $316K in Q1 2026.
  • 591 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.