CAPTRUST Financial Advisors
FPS

CAPTRUST Financial Advisors’s Forgent Power Solutions FPS Stock Holding History

CAPTRUST Financial 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 		$1.44M Buy
25,793
+15,740
+157% +$718K ﹤0.01% 1524
2026
Q1 		$294K Buy
+10,053
New +$335K ﹤0.01% 2400

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

CAPTRUST Financial Advisors's FPS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Forgent Power Solutions (FPS) stake by 157% in Q2 2026, buying an estimated $718K and bringing the position to 25,793 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

CAPTRUST Financial Advisors 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.

  • CAPTRUST Financial Advisors held 25,793 shares of Forgent Power Solutions worth $1.44M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 15,740 Forgent Power Solutions shares in Q2 2026, an estimated $718K.
  • Forgent Power Solutions made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1524 holding.
  • CAPTRUST Financial Advisors 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 CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.