Activest Wealth Management
FERG icon

Activest Wealth Management’s Ferguson FERG Stock Holding History

Activest 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 		– Sell
-3
Closed -$712 – 1168
2026
Q2 		$712 Buy
+3
New +$724 ﹤0.01% 1012
2025
Q4 		– Sell
-8
Closed -$1.8K – 1199
2025
Q3 		$1.8K Hold
8
– – ﹤0.01% 796
2025
Q2 		$1.74K Buy
+8
New +$1.47K ﹤0.01% 707

Other funds holding FERG

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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Activest Wealth Management sold out of Ferguson (FERG) in Q3 2026, closing a stake of 3 shares — an estimated $712 sold.

Activest Wealth Management first reported a position in FERG in Q2 2025 and held it in 3 quarters. The position peaked at $1.8K in Q3 2025. 479 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Activest Wealth Management reported no remaining Ferguson position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 3 Ferguson shares in Q3 2026, an estimated $712.
  • Activest Wealth Management first reported a position in Ferguson in Q2 2025 and held it in 3 quarters.
  • Activest Wealth Management's Ferguson position peaked at $1.8K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.