Fidelity Investments
FPS icon

Fidelity Investments’s Forgent Power Solutions FPS Stock Holding History

Fidelity Investments’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 		$458M Buy
12,246,128
+1,737,566
+17% +$64M 0.02% 562
2026
Q2 		$587M Buy
10,508,562
+1,961,728
+23% +$89.5M 0.03% 496
2026
Q1 		$250M Buy
+8,546,834
New +$284M 0.01% 769

Other funds holding FPS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments's FPS Position: Q3 2026 in Review

Fidelity Investments increased its Forgent Power Solutions (FPS) stake by 17% in Q3 2026, buying an estimated $64M and bringing the position to 12,246,128 shares worth $458M. The position accounts for 0.02% of the portfolio, ranked #562.

Fidelity Investments first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $587M in Q2 2026. 195 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Fidelity Investments held 12,246,128 shares of Forgent Power Solutions worth $458M as of Q3 2026.
  • Fidelity Investments bought 1,737,566 Forgent Power Solutions shares in Q3 2026, an estimated $64M.
  • Forgent Power Solutions made up 0.02% of Fidelity Investments's portfolio in Q3 2026, its #562 holding.
  • Fidelity Investments first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
  • Fidelity Investments's Forgent Power Solutions position peaked at $587M in Q2 2026.
  • 195 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.