AWM
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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
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

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

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

Accurate Wealth Management increased its Ferguson (FERG) stake by 22% in Q2 2026, buying an estimated $152K and bringing the position to 3,453 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #259.

Accurate Wealth Management first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $839K in Q3 2025. 262 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Accurate Wealth Management held 3,453 shares of Ferguson worth $785K as of Q2 2026.
  • Accurate Wealth Management bought 628 Ferguson shares in Q2 2026, an estimated $152K.
  • Ferguson made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Accurate Wealth Management first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Accurate Wealth Management's Ferguson position peaked at $839K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.