OneDigital Investment Advisors’s Forgent Power Solutions FPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$447K Hold
8,000
– – ﹤0.01% 1085
2026
Q1
$234K Buy
+8,000
New +$266K ﹤0.01% 1324

Other funds holding FPS

OneDigital Investment Advisors's FPS Position: Q2 2026 in Review

OneDigital Investment Advisors held its Forgent Power Solutions (FPS) position steady in Q2 2026 at 8,000 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

OneDigital Investment Advisors first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • OneDigital Investment Advisors held 8,000 shares of Forgent Power Solutions worth $447K as of Q2 2026.
  • OneDigital Investment Advisors left its Forgent Power Solutions share count unchanged in Q2 2026.
  • Forgent Power Solutions made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1085 holding.
  • OneDigital Investment Advisors first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.