Abound Wealth Management’s Ferguson FERG Stock Holding History

Abound Wealth Management’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	$1.88K	Sell	8 -4	-33%	-$965	﹤0.01%	747
2026 Q1	$2.77K	Buy	12 +4	+50%	+$973	﹤0.01%	851
2025 Q4	$1.75K	Hold	8	–	–	﹤0.01%	864
2025 Q3	$1.76K	Hold	8	–	–	﹤0.01%	827
2025 Q2	$1.65K	Sell	8 -9	-53%	-$1.66K	﹤0.01%	765
2025 Q1	$2.65K	Hold	17	–	–	﹤0.01%	657
2024 Q4	$2.87K	Buy	17 +1	+6%	+$199	﹤0.01%	632
2024 Q3	$3.27K	Buy	16 +9	+129%	+$1.82K	﹤0.01%	631
2024 Q2	$1.45K	Sell	7 -2	-22%	-$419	﹤0.01%	677
2024 Q1	$2.07K	Buy	9 +1	+13%	+$199	﹤0.01%	679
2023 Q4	$1.47K	Hold	8	–	–	﹤0.01%	697
2023 Q3	$1.25K	Hold	8	–	–	﹤0.01%	686
2023 Q2	$1.19K	Buy	8 +2	+33%	+$285	﹤0.01%	711
2023 Q1	$737	Sell	6 -19	-76%	-$2.64K	﹤0.01%	651
2022 Q4	$3.22K	Hold	25	–	–	﹤0.01%	435
2022 Q3	$2.57K	Buy	+25	New	+$2.92K	﹤0.01%	449

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Abound Wealth Management's FERG Position: Q2 2026 in Review

Abound Wealth Management reduced its Ferguson (FERG) stake by 33% in Q2 2026, selling an estimated $965 and leaving 8 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Abound Wealth Management first reported a position in FERG in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.27K in Q3 2024. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Abound Wealth Management held 8 shares of Ferguson worth $1.88K as of Q2 2026.
Abound Wealth Management sold 4 Ferguson shares in Q2 2026, an estimated $965.
Ferguson made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #747 holding.
Abound Wealth Management first reported a position in Ferguson in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Ferguson position peaked at $3.27K in Q3 2024.
939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.