Capstone Investment Advisors
FPS

Capstone Investment Advisors’s Forgent Power Solutions FPS Stock Holding History

Capstone Investment Advisors’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 		$8.38M Sell
150,000
-150,000
-50% -$6.85M 0.02% 376
2026
Q1 		$8.78M Buy
+300,000
New +$9.98M 0.02% 319

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

Capstone Investment Advisors's FPS Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Forgent Power Solutions (FPS) stake by 50% in Q2 2026, selling an estimated $6.85M and leaving 150,000 shares worth $8.38M. The position accounts for 0.02% of the portfolio, ranked #376.

Capstone Investment Advisors first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.78M in Q1 2026. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Capstone Investment Advisors held 150,000 shares of Forgent Power Solutions worth $8.38M as of Q2 2026.
  • Capstone Investment Advisors sold 150,000 Forgent Power Solutions shares in Q2 2026, an estimated $6.85M.
  • Forgent Power Solutions made up 0.02% of Capstone Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • Capstone Investment Advisors first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • Capstone Investment Advisors's Forgent Power Solutions position peaked at $8.78M in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.