Baird Financial Group
FPS

Baird Financial Group’s Forgent Power Solutions FPS Stock Holding History

Baird Financial Group’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
Q2 		$370K Sell
6,624
-5,194
-44% -$237K ﹤0.01% 1656
2026
Q1 		$346K Buy
+11,818
New +$393K ﹤0.01% 1593

Other funds holding FPS

Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Baird Financial Group's FPS Position: Q2 2026 in Review

Baird Financial Group reduced its Forgent Power Solutions (FPS) stake by 44% in Q2 2026, selling an estimated $237K and leaving 6,624 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Baird Financial Group first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Baird Financial Group held 6,624 shares of Forgent Power Solutions worth $370K as of Q2 2026.
  • Baird Financial Group sold 5,194 Forgent Power Solutions shares in Q2 2026, an estimated $237K.
  • Forgent Power Solutions made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1656 holding.
  • Baird Financial Group first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.