Charles Schwab’s Forgent Power Solutions FPS Stock Holding History

Charles Schwab’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	$64.8M	Buy	1,160,552 +405,268	+54%	+$18.5M	0.01%	1056
2026 Q1	$22.1M	Buy	+755,284	New	+$25.1M	﹤0.01%	1689

Other funds holding FPS

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Charles Schwab's FPS Position: Q2 2026 in Review

Charles Schwab increased its Forgent Power Solutions (FPS) stake by 54% in Q2 2026, buying an estimated $18.5M and bringing the position to 1,160,552 shares worth $64.8M. The position accounts for 0.01% of the portfolio, ranked #1056.

Charles Schwab 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.

Charles Schwab held 1,160,552 shares of Forgent Power Solutions worth $64.8M as of Q2 2026.
Charles Schwab bought 405,268 Forgent Power Solutions shares in Q2 2026, an estimated $18.5M.
Forgent Power Solutions made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1056 holding.
Charles Schwab 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 Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.