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Advyzon Investment Management’s Ferguson FERG Stock Holding History

Advyzon Investment 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 		$445K Buy
1,877
+164
+10% +$39.6K 0.03% 512
2026
Q1 		$400K Buy
1,713
+152
+10% +$37K 0.04% 458
2025
Q4 		$347K Buy
+1,561
New +$373K 0.04% 411

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

Advyzon Investment Management's FERG Position: Q2 2026 in Review

Advyzon Investment Management increased its Ferguson (FERG) stake by 9.6% in Q2 2026, buying an estimated $39.6K and bringing the position to 1,877 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #512.

Advyzon Investment Management first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Advyzon Investment Management held 1,877 shares of Ferguson worth $445K as of Q2 2026.
  • Advyzon Investment Management bought 164 Ferguson shares in Q2 2026, an estimated $39.6K.
  • Ferguson made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #512 holding.
  • Advyzon Investment Management first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.