Moneta Group Investment Advisors’s Forgent Power Solutions FPS Stock Holding History

Moneta Group Investment 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	$320K	Buy	+5,724	New	+$261K	﹤0.01%	675

Other funds holding FPS

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Moneta Group Investment Advisors's FPS Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 5,724 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

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

Moneta Group Investment Advisors held 5,724 shares of Forgent Power Solutions worth $320K as of Q2 2026.
Forgent Power Solutions was a new Moneta Group Investment Advisors position in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #675 holding.
367 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.