AIM
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Anchor Investment Management’s Ferguson FERG Stock Holding History

Anchor Investment 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
Q2 		$143K Buy
602
+40
+7% +$9.65K 0.01% 430
2026
Q1 		$131K Hold
562
– – 0.01% 444
2025
Q4 		$125K Hold
562
– – 0.01% 441
2025
Q3 		$126K Hold
562
– – 0.01% 441
2025
Q2 		$122K Hold
562
– – 0.01% 438
2025
Q1 		$90K Hold
562
– – 0.01% 479
2024
Q4 		$97.5K Hold
562
– – 0.01% 467
2024
Q3 		$112K Buy
+562
New +$114K 0.01% 446

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Anchor Investment Management's FERG Position: Q2 2026 in Review

Anchor Investment Management increased its Ferguson (FERG) stake by 7.1% in Q2 2026, buying an estimated $9.65K and bringing the position to 602 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #430.

Anchor Investment Management first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Anchor Investment Management held 602 shares of Ferguson worth $143K as of Q2 2026.
  • Anchor Investment Management bought 40 Ferguson shares in Q2 2026, an estimated $9.65K.
  • Ferguson made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #430 holding.
  • Anchor Investment Management first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.