Blue Whale Capital
FPS icon

Blue Whale Capital’s Forgent Power Solutions FPS Stock Holding History

Blue Whale Capital’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 		$35.1M Buy
+938,252
New +$34.6M 1.09% 19

Other funds holding FPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Blue Whale Capital's FPS Position: Q3 2026 in Review

Blue Whale Capital opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 938,252 shares worth $35.1M. The stake represents 1.09% of the portfolio and ranks #19 among its holdings.

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

  • Blue Whale Capital held 938,252 shares of Forgent Power Solutions worth $35.1M as of Q3 2026.
  • Forgent Power Solutions was a new Blue Whale Capital position in Q3 2026.
  • Forgent Power Solutions made up 1.09% of Blue Whale Capital's portfolio in Q3 2026, its #19 holding.
  • 312 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Blue Whale Capital's 13F filing for Q3 2026, filed 13 Nov 2026.