Sax Wealth Advisors’s Forgent Power Solutions FPS Stock Holding History

Sax Wealth 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 Q3	$300K	Buy	+8,010	New	+$295K	0.01%	576

Other funds holding FPS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Sax Wealth Advisors's FPS Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 8,010 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings.

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

Sax Wealth Advisors held 8,010 shares of Forgent Power Solutions worth $300K as of Q3 2026.
Forgent Power Solutions was a new Sax Wealth Advisors position in Q3 2026.
Forgent Power Solutions made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #576 holding.
60 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.