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Cromwell Holdings’s Forgent Power Solutions FPS Stock Holding History

Cromwell Holdings’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
Q3 		$2.4K Buy
64
+32
+100% +$1.18K ﹤0.01% 870
2026
Q2 		$1.79K Buy
+32
New +$1.46K ﹤0.01% 870

Other funds holding FPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Cromwell Holdings's FPS Position: Q3 2026 in Review

Cromwell Holdings increased its Forgent Power Solutions (FPS) stake by 100% in Q3 2026, buying an estimated $1.18K and bringing the position to 64 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Cromwell Holdings first reported a position in FPS in Q2 2026 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Cromwell Holdings held 64 shares of Forgent Power Solutions worth $2.4K as of Q3 2026.
  • Cromwell Holdings bought 32 Forgent Power Solutions shares in Q3 2026, an estimated $1.18K.
  • Forgent Power Solutions made up ﹤0.01% of Cromwell Holdings's portfolio in Q3 2026, its #870 holding.
  • Cromwell Holdings first reported a position in Forgent Power Solutions in Q2 2026 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.