Lodestone Wealth Management’s Forgent Power Solutions FPS Stock Holding History

Lodestone Wealth 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	$48.4K	Buy	+866	New	+$39.5K	0.02%	315

Other funds holding FPS

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Dilation Capital Management New York $248M AUM 139.13% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Lodestone Wealth Management's FPS Position: Q2 2026 in Review

Lodestone Wealth Management opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 866 shares worth $48.4K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings.

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

Lodestone Wealth Management held 866 shares of Forgent Power Solutions worth $48.4K as of Q2 2026.
Forgent Power Solutions was a new Lodestone Wealth Management position in Q2 2026.
Forgent Power Solutions made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #315 holding.
73 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.