Raffa Wealth Management’s Forgent Power Solutions FPS Stock Holding History

Raffa Wealth Management’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	$838	Buy	+15	New	+$685	﹤0.01%	1072

Other funds holding FPS

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Raffa Wealth Management's FPS Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 15 shares worth $838. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

337 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

Raffa Wealth Management held 15 shares of Forgent Power Solutions worth $838 as of Q2 2026.
Forgent Power Solutions was a new Raffa Wealth Management position in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1072 holding.
337 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.