IWA
FPS

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
Q2 		$1.14M Buy
+20,464
New +$934K 0.45% 43

Other funds holding FPS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

IVC Wealth Advisors's FPS Position: Q2 2026 in Review

IVC Wealth Advisors opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 20,464 shares worth $1.14M. The stake represents 0.45% of the portfolio and ranks #43 among its holdings.

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

  • IVC Wealth Advisors held 20,464 shares of Forgent Power Solutions worth $1.14M as of Q2 2026.
  • Forgent Power Solutions was a new IVC Wealth Advisors position in Q2 2026.
  • Forgent Power Solutions made up 0.45% of IVC Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • 21 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.