APFP
FERG icon

Action Point Financial Planning’s Ferguson FERG Stock Holding History

Action Point Financial Planning’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 		$19.9K Buy
+86
New +$20.7K ﹤0.01% 1133

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

Action Point Financial Planning's FERG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ferguson (FERG) in Q2 2026: 86 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings.

939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Action Point Financial Planning held 86 shares of Ferguson worth $19.9K as of Q2 2026.
  • Ferguson was a new Action Point Financial Planning position in Q2 2026.
  • Ferguson made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1133 holding.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.