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Forgent Power Solutions Inc Com Shs Cl A shares owned by IVC Wealth Advisors

Quarter-by-quarter ownership of Forgent Power Solutions Inc Com Shs Cl A (FPS) shares owned by IVC Wealth Advisors from 13F filings

Historical chart of IVC Wealth Advisors investment in Forgent Power Solutions Inc Com Shs Cl A

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All positions including Forgent Power Solutions Inc Com Shs Cl A held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Forgent Power Solutions Inc Com Shs Cl A by IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 21k 55.86

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Top funds holding Forgent Power Solutions Inc Com Shs Cl A

Coatue Management
FMR
Jupiter Topco
Henderson Group
Invesco
BlackRock
Vanguard Capital Management
UBS Group
Franklin Resources
Vanguard Portfolio Management
Jericho Capital Asset Management
Bamco
Value Aligned Research Advisors
Alliancebernstein
William Blair Investment Management

View all funds holding Forgent Power Solutions Inc Com Shs Cl A