American Capital Advisory’s Ferguson FERG Stock Holding History

American Capital Advisory’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	$2.61K	Buy	11 +6	+120%	+$1.45K	﹤0.01%	568
2026 Q1	$1.17K	Hold	5	–	–	﹤0.01%	654
2025 Q4	$1.11K	Buy	5 +1	+25%	+$239	﹤0.01%	571
2025 Q3	$899	Hold	4	–	–	﹤0.01%	562
2025 Q2	$871	Buy	4 +2	+100%	+$368	﹤0.01%	514
2025 Q1	$321	Buy	+2	New	+$347	﹤0.01%	600

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

American Capital Advisory's FERG Position: Q2 2026 in Review

American Capital Advisory increased its Ferguson (FERG) stake by 120% in Q2 2026, buying an estimated $1.45K and bringing the position to 11 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

American Capital Advisory first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

American Capital Advisory held 11 shares of Ferguson worth $2.61K as of Q2 2026.
American Capital Advisory bought 6 Ferguson shares in Q2 2026, an estimated $1.45K.
Ferguson made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #568 holding.
American Capital Advisory first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.