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Apella Capital’s Ferguson FERG Stock Holding History

Apella Capital’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 		$796K Sell
3,568
-5
-0.1% -$1.21K 0.01% 403
2026
Q1 		$931K Buy
+3,573
New +$870K 0.01% 376

Other funds holding FERG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Apella Capital's FERG Position: Q2 2026 in Review

Apella Capital reduced its Ferguson (FERG) stake by 0.14% in Q2 2026, selling an estimated $1.21K and leaving 3,568 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #403.

Apella Capital first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. The position peaked at $931K in Q1 2026. 108 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Apella Capital held 3,568 shares of Ferguson worth $796K as of Q2 2026.
  • Apella Capital sold 5 Ferguson shares in Q2 2026, an estimated $1.21K.
  • Ferguson made up 0.01% of Apella Capital's portfolio in Q2 2026, its #403 holding.
  • Apella Capital first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Ferguson position peaked at $931K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.