MA
FPS

Mosaic Advisors’s Forgent Power Solutions FPS Stock Holding History

Mosaic 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
Q1 		$527K Buy
+15,000
New +$499K 0.79% 27

Other funds holding FPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mosaic Advisors's FPS Position: Q1 2026 in Review

Mosaic Advisors opened a new position in Forgent Power Solutions (FPS) in Q1 2026: 15,000 shares worth $527K. The stake represents 0.79% of the portfolio and ranks #27 among its holdings.

212 funds tracked by Wall St. Rank hold FPS as of Q1 2026.

  • Mosaic Advisors held 15,000 shares of Forgent Power Solutions worth $527K as of Q1 2026.
  • Forgent Power Solutions was a new Mosaic Advisors position in Q1 2026.
  • Forgent Power Solutions made up 0.79% of Mosaic Advisors's portfolio in Q1 2026, its #27 holding.
  • 212 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.