Walser Wealth Management Company, A Ltd Liability Co

Position in FPS — Forgent Power Solutions, Inc.

CIK 2112280 TAMPA, FL

Back to FPS Full portfolio

Position in FPS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$306,559

+$54,194 QoQ

Shares Held

5,488

-36.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#277

of 365 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in FPS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Walser Wealth Management Company, A Ltd Liability Co holds $3,208,452 across 4 Electrical Equipment & Parts names. FPS ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	6,584	$2,204,454
2	BE	Bloom Energy Corp	1,464	$443,152
3	FPS	Forgent Power Solutions, Inc. This page	5,488	$306,559
4	POWL	Powell Industries Inc	888	$254,287

All Filings in FPS

Export CSV

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,559	5,488	-36.3%	Shares	Sole	2026-07-24
2026-03-31	$252,365	8,622	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.