Envestnet Asset Management’s Forgent Power Solutions FPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.41M Buy
132,620
+114,803
+644% +$5.24M ﹤0.01% 2162
2026
Q1
$522K Buy
+17,817
New +$593K ﹤0.01% 3908

Other funds holding FPS

Envestnet Asset Management's FPS Position: Q2 2026 in Review

Envestnet Asset Management increased its Forgent Power Solutions (FPS) stake by 644% in Q2 2026, buying an estimated $5.24M and bringing the position to 132,620 shares worth $7.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Envestnet Asset Management first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Envestnet Asset Management held 132,620 shares of Forgent Power Solutions worth $7.41M as of Q2 2026.
  • Envestnet Asset Management bought 114,803 Forgent Power Solutions shares in Q2 2026, an estimated $5.24M.
  • Forgent Power Solutions made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2162 holding.
  • Envestnet Asset Management first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.