R Squared’s Forgent Power Solutions FPS Stock Holding History

R Squared’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	–	Sell	-6,958	Closed	-$204K	–	725
2026 Q1	$204K	Buy	+6,958	New	+$232K	0.11%	313

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

R Squared's FPS Position: Q2 2026 in Review

R Squared sold out of Forgent Power Solutions (FPS) in Q2 2026, closing a stake of 6,958 shares — an estimated $204K sold.

R Squared first reported a position in FPS in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

R Squared reported no remaining Forgent Power Solutions position as of Q2 2026 after selling out during the quarter.
R Squared sold 6,958 Forgent Power Solutions shares in Q2 2026, an estimated $204K.
R Squared first reported a position in Forgent Power Solutions in Q1 2026 and held it in 1 quarter.
R Squared's Forgent Power Solutions position peaked at $204K in Q1 2026.
370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.