Back to FLS

HCR Wealth Advisors → FLS

HCR Wealth Advisors FLS Position History

Flowserve Corporation • Industrials

Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$260K
Q1 2026$2.7M
Q2 2026$2.8M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M36.1K——
Q2 2026$2.8M37.8K——
Q1 2026$2.7M37.1K——
Q4 2025$260K3.8K——

Other funds holding FLS

Other HCR Wealth Advisors positions

AAPL

Apple Inc

$170.3M
AAPL

Apple Inc

$148.8M
AAPL

Apple Inc

$145.3M
AAPL

Apple Inc

$129.7M
VGES

Vanguard Growth Index Fund ETF

$126.9M
VGES

Vanguard Growth Index Fund ETF

$116.7M
VGES

Vanguard High Dividend Yield Index Fund ETF

$107.4M
VGES

Vanguard Growth Index Fund ETF

$106M