PWMA
FPS

Pension & Wealth Management Advisors’s Forgent Power Solutions FPS Stock Holding History

Pension & Wealth Management 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 		$145K Sell
2,604
-1,464
-36% -$66.8K 0.04% 208
2026
Q1 		$119K Buy
+4,068
New +$135K 0.04% 213

Other funds holding FPS

JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Pension & Wealth Management Advisors's FPS Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Forgent Power Solutions (FPS) stake by 36% in Q2 2026, selling an estimated $66.8K and leaving 2,604 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #208.

Pension & Wealth Management Advisors first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Pension & Wealth Management Advisors held 2,604 shares of Forgent Power Solutions worth $145K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 1,464 Forgent Power Solutions shares in Q2 2026, an estimated $66.8K.
  • Forgent Power Solutions made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #208 holding.
  • Pension & Wealth Management Advisors first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.