Simplex Trading
FPS icon

Simplex Trading’s Forgent Power Solutions FPS Stock Holding History

Simplex Trading’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 		$8.73M Buy
233,100
+202,800
+669% +$7.47M ﹤0.01% 839
2026
Q2 		$1.69M Sell
30,300
-27,300
-47% -$1.25M ﹤0.01% 2216
2026
Q1 		$1.69M Buy
+57,600
New +$1.92M ﹤0.01% 1982

Other funds holding FPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simplex Trading's FPS Position: Q3 2026 in Review

Simplex Trading sold out of Forgent Power Solutions (FPS) in Q3 2026, closing a stake of 12,933 shares — an estimated $477K sold.

Simplex Trading first reported a position in FPS in Q2 2026 and held it in 1 quarter. The position peaked at $722K in Q2 2026. 201 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Simplex Trading reported no remaining Forgent Power Solutions position as of Q3 2026 after selling out during the quarter.
  • Simplex Trading sold 12,933 Forgent Power Solutions shares in Q3 2026, an estimated $477K.
  • Simplex Trading first reported a position in Forgent Power Solutions in Q2 2026 and held it in 1 quarter.
  • Simplex Trading's Forgent Power Solutions position peaked at $722K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.