CIA
FPS

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

Concurrent 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 		$411K Buy
+7,352
New +$336K ﹤0.01% 1515

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

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

Concurrent Investment Advisors opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 7,352 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings.

367 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Concurrent Investment Advisors held 7,352 shares of Forgent Power Solutions worth $411K as of Q2 2026.
  • Forgent Power Solutions was a new Concurrent Investment Advisors position in Q2 2026.
  • Forgent Power Solutions made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1515 holding.
  • 367 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.