Accurate Wealth Management
FERG icon

Accurate Wealth Management’s Ferguson FERG Stock Holding History

Accurate 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
Q3 		$977K Buy
4,382
+929
+27% +$215K 0.08% 234
2026
Q2 		$785K Buy
3,453
+628
+22% +$152K 0.07% 259
2026
Q1 		$725K Buy
2,825
+304
+12% +$74K 0.09% 244
2025
Q4 		$602K Sell
2,521
-970
-28% -$232K 0.08% 265
2025
Q3 		$839K Buy
3,491
+2,332
+201% +$528K 0.11% 197
2025
Q2 		$260K Buy
+1,159
New +$213K 0.04% 380

Other funds holding FERG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Accurate Wealth Management's FERG Position: Q3 2026 in Review

Accurate Wealth Management increased its Ferguson (FERG) stake by 27% in Q3 2026, buying an estimated $215K and bringing the position to 4,382 shares worth $977K. The position accounts for 0.08% of the portfolio, ranked #234.

Accurate Wealth Management first reported a position in FERG in Q2 2025 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Accurate Wealth Management held 4,382 shares of Ferguson worth $977K as of Q3 2026.
  • Accurate Wealth Management bought 929 Ferguson shares in Q3 2026, an estimated $215K.
  • Ferguson made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #234 holding.
  • Accurate Wealth Management first reported a position in Ferguson in Q2 2025 and has held it in 6 quarters since.
  • 791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.