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Tortoise Capital Advisors’s Forgent Power Solutions FPS Stock Holding History

Tortoise Capital Advisors’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
-62,692
Closed -$1.83M – 99
2026
Q1 		$1.83M Buy
+62,692
New +$2.09M 0.02% 81

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

Tortoise Capital Advisors's FPS Position: Q2 2026 in Review

Tortoise Capital Advisors sold out of Forgent Power Solutions (FPS) in Q2 2026, closing a stake of 62,692 shares — an estimated $1.83M sold.

Tortoise Capital Advisors first reported a position in FPS in Q1 2026 and held it in 1 quarter. The position peaked at $1.83M in Q1 2026. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Tortoise Capital Advisors reported no remaining Forgent Power Solutions position as of Q2 2026 after selling out during the quarter.
  • Tortoise Capital Advisors sold 62,692 Forgent Power Solutions shares in Q2 2026, an estimated $1.83M.
  • Tortoise Capital Advisors first reported a position in Forgent Power Solutions in Q1 2026 and held it in 1 quarter.
  • Tortoise Capital Advisors's Forgent Power Solutions position peaked at $1.83M in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

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