Superior Planning, LLC’s Forgent Power Solutions FPS Stock Holding History

Superior Planning, LLC’s Portfolio FPS Stock Details FPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.7K	Buy	+312	New	+$11.5K	﹤0.01%	877

Other funds holding FPS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Superior Planning, LLC's FPS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 312 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings.

247 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

Superior Planning, LLC held 312 shares of Forgent Power Solutions worth $11.7K as of Q3 2026.
Forgent Power Solutions was a new Superior Planning, LLC position in Q3 2026.
Forgent Power Solutions made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #877 holding.
247 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.