WCM Investment Management
FPS

WCM Investment Management’s Forgent Power Solutions FPS Stock Holding History

WCM Investment 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 		$24.7M Sell
448,666
-176,412
-28% -$8.05M 0.04% 92
2026
Q1 		$17.5M Buy
+625,078
New +$20.8M 0.04% 98

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

WCM Investment Management's FPS Position: Q2 2026 in Review

WCM Investment Management reduced its Forgent Power Solutions (FPS) stake by 28% in Q2 2026, selling an estimated $8.05M and leaving 448,666 shares worth $24.7M. The position accounts for 0.04% of the portfolio, ranked #92.

WCM Investment Management first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • WCM Investment Management held 448,666 shares of Forgent Power Solutions worth $24.7M as of Q2 2026.
  • WCM Investment Management sold 176,412 Forgent Power Solutions shares in Q2 2026, an estimated $8.05M.
  • Forgent Power Solutions made up 0.04% of WCM Investment Management's portfolio in Q2 2026, its #92 holding.
  • WCM Investment Management first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.