Advisors Capital Management’s Ferguson FERG Stock Holding History

Advisors Capital 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	–	Sell	-1,080	Closed	-$252K	–	641
2026 Q1	$252K	Buy	+1,080	New	+$263K	﹤0.01%	505

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisors Capital Management's FERG Position: Q2 2026 in Review

Advisors Capital Management sold out of Ferguson (FERG) in Q2 2026, closing a stake of 1,080 shares — an estimated $252K sold.

Advisors Capital Management first reported a position in FERG in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Advisors Capital Management reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
Advisors Capital Management sold 1,080 Ferguson shares in Q2 2026, an estimated $252K.
Advisors Capital Management first reported a position in Ferguson in Q1 2026 and held it in 1 quarter.
Advisors Capital Management's Ferguson position peaked at $252K in Q1 2026.
945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.