AE Wealth Management’s Ferguson FERG Stock Holding History

AE Wealth 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 Q1	$339K	Buy	1,453 +112	+8%	+$27.3K	﹤0.01%	1312
2025 Q4	$298K	Sell	1,341 -269	-17%	-$64.3K	﹤0.01%	1314
2025 Q3	$362K	Buy	1,610 +233	+17%	+$52.8K	﹤0.01%	1108
2025 Q2	$300K	Buy	+1,377	New	+$253K	﹤0.01%	1120
2024 Q4	–	Sell	-9,500	Closed	-$1.89M	–	2138
2024 Q3	$1.89M	Sell	9,500 -1,103	-10%	-$223K	0.02%	553
2024 Q2	$2.05M	Sell	10,603 -915	-8%	-$192K	0.02%	513
2024 Q1	$2.52M	Sell	11,518 -27,726	-71%	-$5.52M	0.03%	447
2023 Q4	$7.37M	Buy	39,244 +24,880	+173%	+$4.2M	0.04%	475
2023 Q3	$2.36M	Buy	14,364 +1,968	+16%	+$311K	0.01%	793
2023 Q2	$1.95M	Sell	12,396 -41,981	-77%	-$5.98M	0.01%	855
2023 Q1	$7.27M	Buy	54,377 +1,863	+4%	+$259K	0.05%	422
2022 Q4	$6.67M	Buy	+52,514	New	+$6.11M	0.05%	407

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

AE Wealth Management's FERG Position: Q1 2026 in Review

AE Wealth Management increased its Ferguson (FERG) stake by 8.4% in Q1 2026, buying an estimated $27.3K and bringing the position to 1,453 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

AE Wealth Management first reported a position in FERG in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.37M in Q4 2023. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

AE Wealth Management held 1,453 shares of Ferguson worth $339K as of Q1 2026.
AE Wealth Management bought 112 Ferguson shares in Q1 2026, an estimated $27.3K.
Ferguson made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1312 holding.
AE Wealth Management first reported a position in Ferguson in Q4 2022 and has held it in 12 quarters since.
AE Wealth Management's Ferguson position peaked at $7.37M in Q4 2023.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.