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Williamson Legacy Group’s Flowserve FLS Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-8,403
Closed -$410K – 117
2025
Q1 		$410K Buy
8,403
+438
+5% +$24.9K 0.39% 85
2024
Q4 		$458K Buy
7,965
+1,569
+25% +$90K 0.31% 86
2024
Q3 		$331K Sell
6,396
-12,007
-65% -$578K 0.22% 92
2024
Q2 		$885K Buy
18,403
+2,031
+12% +$97.3K 0.66% 45
2024
Q1 		$748K Buy
16,372
+1,414
+9% +$59.5K 0.58% 57
2023
Q4 		$617K Buy
+14,958
New +$575K 0.57% 61

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Williamson Legacy Group's FLS Position: Q2 2025 in Review

Williamson Legacy Group sold out of Flowserve (FLS) in Q2 2025, closing a stake of 8,403 shares — an estimated $410K sold.

Williamson Legacy Group first reported a position in FLS in Q4 2023 and held it in 6 quarters. The position peaked at $885K in Q2 2024. 485 funds tracked by Wall St. Rank hold FLS as of Q2 2025.

  • Williamson Legacy Group reported no remaining Flowserve position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 8,403 Flowserve shares in Q2 2025, an estimated $410K.
  • Williamson Legacy Group first reported a position in Flowserve in Q4 2023 and held it in 6 quarters.
  • Williamson Legacy Group's Flowserve position peaked at $885K in Q2 2024.
  • 485 funds tracked by Wall St. Rank held Flowserve as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.