Aptus Capital Advisors’s Ferguson FERG Stock Holding History

Aptus Capital Advisors’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 Q1	–	Sell	-1,035	Closed	-$230K	–	1710
2025 Q4	$230K	Buy	1,035 +91	+10%	+$21.7K	﹤0.01%	985
2025 Q3	$212K	Buy	+944	New	+$214K	﹤0.01%	960

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Aptus Capital Advisors's FERG Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Ferguson (FERG) in Q1 2026, closing a stake of 1,035 shares — an estimated $230K sold.

Aptus Capital Advisors first reported a position in FERG in Q3 2025 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 931 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Aptus Capital Advisors reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 1,035 Ferguson shares in Q1 2026, an estimated $230K.
Aptus Capital Advisors first reported a position in Ferguson in Q3 2025 and held it in 2 quarters.
Aptus Capital Advisors's Ferguson position peaked at $230K in Q4 2025.
931 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.