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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
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 $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

Wealth Preservation Advisors's FLS Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Flowserve (FLS) in Q1 2026: 94 shares worth $6.91K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in FLS as recently as Q2 2025.

Wealth Preservation Advisors first reported a position in FLS in Q2 2025 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Wealth Preservation Advisors held 94 shares of Flowserve worth $6.91K as of Q1 2026.
  • Flowserve was a new Wealth Preservation Advisors position in Q1 2026.
  • Flowserve made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #455 holding.
  • Wealth Preservation Advisors first reported a position in Flowserve in Q2 2025 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

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