AWM
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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
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

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

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

Activest Wealth Management opened a new position in Ferguson (FERG) in Q2 2026: 3 shares worth $712. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in FERG as recently as Q3 2025.

Activest Wealth Management first reported a position in FERG in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.8K in Q3 2025. 259 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Activest Wealth Management held 3 shares of Ferguson worth $712 as of Q2 2026.
  • Ferguson was a new Activest Wealth Management position in Q2 2026.
  • Ferguson made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1012 holding.
  • Activest Wealth Management first reported a position in Ferguson in Q2 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Ferguson position peaked at $1.8K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.