VAS
FPS

Vestmark Advisory Solutions’s Forgent Power Solutions FPS Stock Holding History

Vestmark Advisory Solutions’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 		$766K Sell
13,708
-2,379
-15% -$109K 0.01% 1037
2026
Q1 		$471K Buy
+16,087
New +$535K 0.01% 1078

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

Vestmark Advisory Solutions's FPS Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Forgent Power Solutions (FPS) stake by 15% in Q2 2026, selling an estimated $109K and leaving 13,708 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #1037.

Vestmark Advisory Solutions 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.

  • Vestmark Advisory Solutions held 13,708 shares of Forgent Power Solutions worth $766K as of Q2 2026.
  • Vestmark Advisory Solutions sold 2,379 Forgent Power Solutions shares in Q2 2026, an estimated $109K.
  • Forgent Power Solutions made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1037 holding.
  • Vestmark Advisory Solutions 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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.