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Wealthspire Advisors (New York)’s Flowserve FLS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-329
Closed -$17.5K – 1685
2025
Q3 		$17.5K Buy
+329
New +$17.9K ﹤0.01% 1740
2019
Q1 		– Sell
-28
Closed -$1K – 312
2018
Q4 		$1K Buy
+28
New +$1.31K ﹤0.01% 799

Other funds holding FLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s FLS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Flowserve (FLS) in Q4 2025, closing a stake of 329 shares — an estimated $17.5K sold.

Wealthspire Advisors (New York) first reported a position in FLS in Q4 2018 and held it in 2 quarters. The position peaked at $17.5K in Q3 2025. 571 funds tracked by Wall St. Rank hold FLS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Flowserve position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 329 Flowserve shares in Q4 2025, an estimated $17.5K.
  • Wealthspire Advisors (New York) first reported a position in Flowserve in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Flowserve position peaked at $17.5K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Flowserve as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.