SMA Capital’s Forgent Power Solutions FPS Stock Holding History

SMA Capital’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	–	Sell	-85,000	Closed	-$2.49M	–	184
2026 Q1	$2.49M	Buy	+85,000	New	+$2.83M	1.07%	39

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

SMA Capital's FPS Position: Q2 2026 in Review

SMA Capital sold out of Forgent Power Solutions (FPS) in Q2 2026, closing a stake of 85,000 shares — an estimated $2.49M sold.

SMA Capital first reported a position in FPS in Q1 2026 and held it in 1 quarter. The position peaked at $2.49M in Q1 2026. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

SMA Capital reported no remaining Forgent Power Solutions position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 85,000 Forgent Power Solutions shares in Q2 2026, an estimated $2.49M.
SMA Capital first reported a position in Forgent Power Solutions in Q1 2026 and held it in 1 quarter.
SMA Capital's Forgent Power Solutions position peaked at $2.49M in Q1 2026.
370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.