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WealthTrak Capital Management’s Flowserve FLS Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-5
Closed -$262 – 383
2025
Q2 		$262 Hold
5
– – ﹤0.01% 797
2025
Q1 		$245 Hold
5
– – ﹤0.01% 813
2024
Q4 		$288 Buy
+5
New +$287 ﹤0.01% 728

Other funds holding FLS

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

WealthTrak Capital Management's FLS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Flowserve (FLS) in Q3 2025, closing a stake of 5 shares — an estimated $262 sold.

WealthTrak Capital Management first reported a position in FLS in Q4 2024 and held it in 3 quarters. The position peaked at $288 in Q4 2024. 518 funds tracked by Wall St. Rank hold FLS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Flowserve position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Flowserve shares in Q3 2025, an estimated $262.
  • WealthTrak Capital Management first reported a position in Flowserve in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Flowserve position peaked at $288 in Q4 2024.
  • 518 funds tracked by Wall St. Rank held Flowserve as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.