Allied Private Wealth’s Ferguson FERG Stock Holding History

Allied Private Wealth’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	$2.22K	Buy	+10	New	+$2.41K	﹤0.01%	718

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

Allied Private Wealth's FERG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Ferguson (FERG) in Q2 2026: 10 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings.

944 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Allied Private Wealth held 10 shares of Ferguson worth $2.22K as of Q2 2026.
Ferguson was a new Allied Private Wealth position in Q2 2026.
Ferguson made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #718 holding.
944 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.