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Acumen Wealth Advisors’s Ferguson FERG Stock Holding History

Acumen Wealth Advisors’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 		$8.62K Sell
36
-34
-49% -$8.2K ﹤0.01% 348
2026
Q1 		$16.3K Buy
+70
New +$17K ﹤0.01% 244

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

Acumen Wealth Advisors's FERG Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Ferguson (FERG) stake by 49% in Q2 2026, selling an estimated $8.2K and leaving 36 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Acumen Wealth Advisors first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.3K in Q1 2026. 941 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Acumen Wealth Advisors held 36 shares of Ferguson worth $8.62K as of Q2 2026.
  • Acumen Wealth Advisors sold 34 Ferguson shares in Q2 2026, an estimated $8.2K.
  • Ferguson made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • Acumen Wealth Advisors first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • Acumen Wealth Advisors's Ferguson position peaked at $16.3K in Q1 2026.
  • 941 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.