SEI Investments’s Forgent Power Solutions FPS Stock Holding History

SEI Investments’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	$11.9M	Buy	212,545 +126,623	+147%	+$5.78M	0.01%	1053
2026 Q1	$2.51M	Buy	+85,922	New	+$2.86M	﹤0.01%	1893

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

SEI Investments's FPS Position: Q2 2026 in Review

SEI Investments increased its Forgent Power Solutions (FPS) stake by 147% in Q2 2026, buying an estimated $5.78M and bringing the position to 212,545 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #1053.

SEI Investments 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.

SEI Investments held 212,545 shares of Forgent Power Solutions worth $11.9M as of Q2 2026.
SEI Investments bought 126,623 Forgent Power Solutions shares in Q2 2026, an estimated $5.78M.
Forgent Power Solutions made up 0.01% of SEI Investments's portfolio in Q2 2026, its #1053 holding.
SEI Investments 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 SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.