Wellington Shields & Co’s Forgent Power Solutions FPS Stock Holding History

Wellington Shields & Co’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	$67K	Buy	+1,200	New	+$54.8K	0.02%	301

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

Wellington Shields & Co's FPS Position: Q2 2026 in Review

Wellington Shields & Co opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 1,200 shares worth $67K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

367 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

Wellington Shields & Co held 1,200 shares of Forgent Power Solutions worth $67K as of Q2 2026.
Forgent Power Solutions was a new Wellington Shields & Co position in Q2 2026.
Forgent Power Solutions made up 0.02% of Wellington Shields & Co's portfolio in Q2 2026, its #301 holding.
367 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.