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FPS

Scholtz & Company’s Forgent Power Solutions FPS Stock Holding History

Scholtz & Company’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 		$1.89M Buy
+33,869
New +$1.55M 0.94% 34

Other funds holding FPS

Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Scholtz & Company's FPS Position: Q2 2026 in Review

Scholtz & Company opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 33,869 shares worth $1.89M. The stake represents 0.94% of the portfolio and ranks #34 among its holdings.

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

  • Scholtz & Company held 33,869 shares of Forgent Power Solutions worth $1.89M as of Q2 2026.
  • Forgent Power Solutions was a new Scholtz & Company position in Q2 2026.
  • Forgent Power Solutions made up 0.94% of Scholtz & Company's portfolio in Q2 2026, its #34 holding.
  • 367 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.