AF
FERG icon

Advisornet Financial’s Ferguson FERG Stock Holding History

Advisornet Financial’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 		$4.9K Hold
21
– – ﹤0.01% 1737
2025
Q4 		$4.67K Sell
21
-1
-5% -$239 ﹤0.01% 1743
2025
Q3 		$4.94K Buy
22
+1
+5% +$226 ﹤0.01% 1696
2025
Q2 		$4.57K Buy
21
+2
+11% +$368 ﹤0.01% 1688
2025
Q1 		$3.04K Buy
19
+4
+27% +$693 ﹤0.01% 1709
2024
Q4 		$2.6K Sell
15
-6
-29% -$1.19K ﹤0.01% 1579
2024
Q3 		$4.17K Buy
21
+1
+5% +$203 ﹤0.01% 1617
2024
Q2 		$3.87K Hold
20
– – ﹤0.01% 1509
2024
Q1 		$4.37K Sell
20
-12
-38% -$2.39K ﹤0.01% 1467
2023
Q4 		$6.18K Buy
32
+7
+28% +$1.18K ﹤0.01% 1446
2023
Q3 		$4.11K Buy
25
+10
+67% +$1.58K ﹤0.01% 1465
2023
Q2 		$2.36K Hold
15
– – ﹤0.01% 1672
2023
Q1 		$2.01K Buy
+15
New +$2.08K ﹤0.01% 1705
2022
Q2 		– Sell
-44
Closed -$6K – 1953
2022
Q1 		$6K Hold
44
– – ﹤0.01% 1567
2021
Q4 		$8K Buy
+44
New +$6.89K ﹤0.01% 1542

Other funds holding FERG

BlackRock
BlackRock New York $5.7T 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