Whipplewood Advisors’s Flowserve FLS Stock Holding History

Whipplewood 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	-19	Closed	-$1.4K	–	810
2026 Q1	$1.4K	Buy	+19	New	+$1.5K	﹤0.01%	835
2025 Q3	–	Sell	-28	Closed	-$1.47K	–	624
2025 Q2	$1.47K	Sell	28 -7	-20%	-$329	﹤0.01%	944
2025 Q1	$2.05K	Sell	35 -11	-24%	-$625	﹤0.01%	881
2024 Q4	$2.65K	Buy	+46	New	+$2.64K	﹤0.01%	824

Other funds holding FLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Whipplewood Advisors's FLS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Flowserve (FLS) in Q2 2026, closing a stake of 19 shares — an estimated $1.4K sold.

Whipplewood Advisors first reported a position in FLS in Q4 2024 and held it in 4 quarters. The position peaked at $2.65K in Q4 2024. 587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

Whipplewood Advisors reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 19 Flowserve shares in Q2 2026, an estimated $1.4K.
Whipplewood Advisors first reported a position in Flowserve in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Flowserve position peaked at $2.65K in Q4 2024.
587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.