ORG Wealth Partners
FPS icon

ORG Wealth Partners’s Forgent Power Solutions FPS Stock Holding History

ORG Wealth Partners’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
Q3 		$524 Buy
+14
New +$516 ﹤0.01% 2032

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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

ORG Wealth Partners's FPS Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 14 shares worth $524. The stake represents ﹤0.01% of the portfolio and ranks #2032 among its holdings.

271 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • ORG Wealth Partners held 14 shares of Forgent Power Solutions worth $524 as of Q3 2026.
  • Forgent Power Solutions was a new ORG Wealth Partners position in Q3 2026.
  • Forgent Power Solutions made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2032 holding.
  • 271 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.