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Alteri Wealth’s Ferguson FERG Stock Holding History

Alteri 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 		$344K Buy
+1,448
New +$349K 0.09% 215

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Alteri Wealth's FERG Position: Q2 2026 in Review

Alteri Wealth opened a new position in Ferguson (FERG) in Q2 2026: 1,448 shares worth $344K. The stake represents 0.09% of the portfolio and ranks #215 among its holdings.

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

  • Alteri Wealth held 1,448 shares of Ferguson worth $344K as of Q2 2026.
  • Ferguson was a new Alteri Wealth position in Q2 2026.
  • Ferguson made up 0.09% of Alteri Wealth's portfolio in Q2 2026, its #215 holding.
  • 322 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.