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AllSquare Wealth Management’s Ferguson FERG Stock Holding History

AllSquare 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
2025
Q3 		$40K Buy
+178
New +$40.3K 0.02% 258

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's FERG Position: Q3 2025 in Review

AllSquare Wealth Management opened a new position in Ferguson (FERG) in Q3 2025: 178 shares worth $40K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

884 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

  • AllSquare Wealth Management held 178 shares of Ferguson worth $40K as of Q3 2025.
  • Ferguson was a new AllSquare Wealth Management position in Q3 2025.
  • Ferguson made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #258 holding.
  • 884 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.