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Advisor OS’s Ferguson FERG Stock Holding History

Advisor OS’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
Q1 		$255K Buy
1,092
+38
+4% +$9.25K 0.02% 477
2025
Q4 		$235K Buy
+1,054
New +$252K 0.02% 433
2024
Q4 		– Sell
-2,457
Closed -$488K – 424
2024
Q3 		$488K Sell
2,457
-197
-7% -$39.9K 0.05% 253
2024
Q2 		$514K Sell
2,654
-236
-8% -$49.5K 0.06% 245
2024
Q1 		$631K Buy
2,890
+11
+0.4% +$2.19K 0.07% 208
2023
Q4 		$556K Sell
2,879
-189
-6% -$31.9K 0.07% 207
2023
Q3 		$505K Buy
3,068
+488
+19% +$77.1K 0.08% 186
2023
Q2 		$406K Buy
2,580
+982
+61% +$140K 0.07% 211
2023
Q1 		$214K Sell
1,598
-27
-2% -$3.75K 0.05% 226
2022
Q4 		$206K Buy
+1,625
New +$189K 0.05% 205

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Advisor OS's FERG Position: Q1 2026 in Review

Advisor OS increased its Ferguson (FERG) stake by 3.6% in Q1 2026, buying an estimated $9.25K and bringing the position to 1,092 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #477.

Advisor OS first reported a position in FERG in Q4 2022 and has held it in 10 quarters since. The position peaked at $631K in Q1 2024. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Advisor OS held 1,092 shares of Ferguson worth $255K as of Q1 2026.
  • Advisor OS bought 38 Ferguson shares in Q1 2026, an estimated $9.25K.
  • Ferguson made up 0.02% of Advisor OS's portfolio in Q1 2026, its #477 holding.
  • Advisor OS first reported a position in Ferguson in Q4 2022 and has held it in 10 quarters since.
  • Advisor OS's Ferguson position peaked at $631K in Q1 2024.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.