Leavell Investment Management’s Forgent Power Solutions FPS Stock Holding History

Leavell Investment Management’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	$405K	Buy	+7,255	New	+$331K	0.01%	478

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Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

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Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Leavell Investment Management's FPS Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 7,255 shares worth $405K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings.

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

Leavell Investment Management held 7,255 shares of Forgent Power Solutions worth $405K as of Q2 2026.
Forgent Power Solutions was a new Leavell Investment Management position in Q2 2026.
Forgent Power Solutions made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #478 holding.
28 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.