Wealthcare Advisory Partners’s Flowserve FLS Stock Holding History

Wealthcare Advisory Partners’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	$634K	Buy	8,549 +50	+0.6%	+$3.8K	0.01%	641
2026 Q1	$625K	Sell	8,499 -798	-9%	-$63.2K	0.01%	637
2025 Q4	$645K	Buy	9,297 +2,271	+32%	+$146K	0.01%	618
2025 Q3	$373K	Buy	+7,026	New	+$381K	0.01%	764
2021 Q2	–	Sell	-66	Closed	-$3K	–	993
2021 Q1	$3K	Buy	+66	New	+$2.53K	﹤0.01%	1772
2020 Q2	–	Sell	-66	Closed	-$2K	–	681
2020 Q1	$2K	Hold	66	–	–	﹤0.01%	1286
2019 Q4	$3K	Hold	66	–	–	﹤0.01%	1195
2019 Q3	$3K	Hold	66	–	–	﹤0.01%	1149
2019 Q2	$3K	Hold	66	–	–	﹤0.01%	1142
2019 Q1	$3K	Hold	66	–	–	﹤0.01%	1041
2018 Q4	$3K	Hold	66	–	–	﹤0.01%	1021
2018 Q3	$4K	Hold	66	–	–	﹤0.01%	1027
2018 Q2	$3K	Hold	66	–	–	﹤0.01%	1065
2018 Q1	$3K	Hold	66	–	–	﹤0.01%	913
2017 Q4	$3K	Hold	66	–	–	﹤0.01%	872
2017 Q3	$3K	Buy	+66	New	+$2.78K	﹤0.01%	726

Other funds holding FLS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Wealthcare Advisory Partners's FLS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Flowserve (FLS) stake by 0.59% in Q2 2026, buying an estimated $3.8K and bringing the position to 8,549 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #641.

Wealthcare Advisory Partners first reported a position in FLS in Q3 2017 and has held it in 16 quarters since. The position peaked at $645K in Q4 2025. 101 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

Wealthcare Advisory Partners held 8,549 shares of Flowserve worth $634K as of Q2 2026.
Wealthcare Advisory Partners bought 50 Flowserve shares in Q2 2026, an estimated $3.8K.
Flowserve made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #641 holding.
Wealthcare Advisory Partners first reported a position in Flowserve in Q3 2017 and has held it in 16 quarters since.
Wealthcare Advisory Partners's Flowserve position peaked at $645K in Q4 2025.
101 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.