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Aaron Wealth Advisors’s Ferguson FERG Stock Holding History

Aaron Wealth Advisors’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
1,134
-463
-29% -$112K 0.01% 608
2026
Q1 		$373K Sell
1,597
-211
-12% -$51.3K 0.02% 477
2025
Q4 		$403K Sell
1,808
-235
-12% -$56.1K 0.02% 497
2025
Q3 		$459K Buy
2,043
+978
+92% +$221K 0.03% 433
2025
Q2 		$232K Buy
+1,065
New +$196K 0.02% 428

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aaron Wealth Advisors's FERG Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Ferguson (FERG) stake by 29% in Q2 2026, selling an estimated $112K and leaving 1,134 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #608.

Aaron Wealth Advisors first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $459K in Q3 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Aaron Wealth Advisors held 1,134 shares of Ferguson worth $269K as of Q2 2026.
  • Aaron Wealth Advisors sold 463 Ferguson shares in Q2 2026, an estimated $112K.
  • Ferguson made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #608 holding.
  • Aaron Wealth Advisors first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Ferguson position peaked at $459K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.