IVC Wealth Advisors
FPS icon

IVC Wealth Advisors’s Forgent Power Solutions FPS Stock Holding History

IVC Wealth 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
Q3 		$825K Buy
22,036
+1,572
+8% +$57.9K 0.33% 57
2026
Q2 		$1.14M Buy
+20,464
New +$934K 0.45% 43

Other funds holding FPS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Glynn Capital Management
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

IVC Wealth Advisors's FPS Position: Q3 2026 in Review

IVC Wealth Advisors increased its Forgent Power Solutions (FPS) stake by 7.7% in Q3 2026, buying an estimated $57.9K and bringing the position to 22,036 shares worth $825K. The position accounts for 0.33% of the portfolio, ranked #57.

IVC Wealth Advisors first reported a position in FPS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.14M in Q2 2026. 58 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • IVC Wealth Advisors held 22,036 shares of Forgent Power Solutions worth $825K as of Q3 2026.
  • IVC Wealth Advisors bought 1,572 Forgent Power Solutions shares in Q3 2026, an estimated $57.9K.
  • Forgent Power Solutions made up 0.33% of IVC Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • IVC Wealth Advisors first reported a position in Forgent Power Solutions in Q2 2026 and has held it in 2 quarters since.
  • IVC Wealth Advisors's Forgent Power Solutions position peaked at $1.14M in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.