Shikiar Asset Management’s Forgent Power Solutions FPS Stock Holding History

Shikiar Asset 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	$4.82M	Buy	+86,290	New	+$3.94M	1.22%	25

Other funds holding FPS

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Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Shikiar Asset Management's FPS Position: Q2 2026 in Review

Shikiar Asset Management opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 86,290 shares worth $4.82M. The stake represents 1.22% of the portfolio and ranks #25 among its holdings.

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

Shikiar Asset Management held 86,290 shares of Forgent Power Solutions worth $4.82M as of Q2 2026.
Forgent Power Solutions was a new Shikiar Asset Management position in Q2 2026.
Forgent Power Solutions made up 1.22% of Shikiar Asset Management's portfolio in Q2 2026, its #25 holding.
28 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.