Rothschild Investment LLC’s Forgent Power Solutions FPS Stock Holding History

Rothschild Investment LLC’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	$2.79K	Hold	50	–	–	﹤0.01%	2607
2026 Q1	$1.46K	Buy	+50	New	+$1.66K	﹤0.01%	2700

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

Rothschild Investment LLC's FPS Position: Q2 2026 in Review

Rothschild Investment LLC held its Forgent Power Solutions (FPS) position steady in Q2 2026 at 50 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Rothschild Investment LLC 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.

Rothschild Investment LLC held 50 shares of Forgent Power Solutions worth $2.79K as of Q2 2026.
Rothschild Investment LLC left its Forgent Power Solutions share count unchanged in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2607 holding.
Rothschild Investment LLC 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.