WWM
FPS

Walser Wealth Management’s Forgent Power Solutions FPS Stock Holding History

Walser Wealth 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 		$307K Sell
5,488
-3,134
-36% -$143K 0.13% 163
2026
Q1 		$252K Buy
+8,622
New +$287K 0.11% 152

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

Walser Wealth Management's FPS Position: Q2 2026 in Review

Walser Wealth Management reduced its Forgent Power Solutions (FPS) stake by 36% in Q2 2026, selling an estimated $143K and leaving 5,488 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #163.

Walser Wealth Management first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Walser Wealth Management held 5,488 shares of Forgent Power Solutions worth $307K as of Q2 2026.
  • Walser Wealth Management sold 3,134 Forgent Power Solutions shares in Q2 2026, an estimated $143K.
  • Forgent Power Solutions made up 0.13% of Walser Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Walser Wealth Management first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.