Cetera Investment Advisers
FPS

Cetera Investment Advisers’s Forgent Power Solutions FPS Stock Holding History

Cetera Investment Advisers’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 		$6.31M Buy
112,882
+84,119
+292% +$3.84M 0.01% 1451
2026
Q1 		$842K Buy
+28,763
New +$957K ﹤0.01% 3056

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

Cetera Investment Advisers's FPS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Forgent Power Solutions (FPS) stake by 292% in Q2 2026, buying an estimated $3.84M and bringing the position to 112,882 shares worth $6.31M. The position accounts for 0.01% of the portfolio, ranked #1451.

Cetera Investment Advisers first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Cetera Investment Advisers held 112,882 shares of Forgent Power Solutions worth $6.31M as of Q2 2026.
  • Cetera Investment Advisers bought 84,119 Forgent Power Solutions shares in Q2 2026, an estimated $3.84M.
  • Forgent Power Solutions made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1451 holding.
  • Cetera Investment Advisers first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.