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Wealth Preservation Advisors’s Flowserve FLS Stock Holding History

Wealth Preservation 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 		– Sell
-94
Closed -$6.91K – 385
2026
Q1 		$6.91K Buy
+94
New +$7.44K 0.01% 455
2025
Q3 		– Sell
-5
Closed -$262 – 582
2025
Q2 		$262 Buy
+5
New +$235 ﹤0.01% 561

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

Wealth Preservation Advisors's FLS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Flowserve (FLS) in Q2 2026, closing a stake of 94 shares — an estimated $6.91K sold.

Wealth Preservation Advisors first reported a position in FLS in Q2 2025 and held it in 2 quarters. The position peaked at $6.91K in Q1 2026. 591 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 94 Flowserve shares in Q2 2026, an estimated $6.91K.
  • Wealth Preservation Advisors first reported a position in Flowserve in Q2 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's Flowserve position peaked at $6.91K in Q1 2026.
  • 591 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

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