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Arete Wealth Advisors’s Ferguson FERG Stock Holding History

Arete Wealth 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
-3,344
Closed -$744K – 452
2025
Q4 		$744K Sell
3,344
-59
-2% -$14.1K 0.05% 342
2025
Q3 		$764K Buy
+3,403
New +$771K 0.05% 334

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Arete Wealth Advisors's FERG Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Ferguson (FERG) in Q1 2026, closing a stake of 3,344 shares — an estimated $744K sold.

Arete Wealth Advisors first reported a position in FERG in Q3 2025 and held it in 2 quarters. The position peaked at $764K in Q3 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,344 Ferguson shares in Q1 2026, an estimated $744K.
  • Arete Wealth Advisors first reported a position in Ferguson in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Ferguson position peaked at $764K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.