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
2025 Q4	–	Sell	-3,403	Closed	-$764K	–	492
2025 Q3	$764K	Buy	+3,403	New	+$771K	0.05%	334

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's FERG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Ferguson (FERG) in Q4 2025, closing a stake of 3,403 shares — an estimated $764K sold.

Arete Wealth Advisors first reported a position in FERG in Q3 2025 and held it in 1 quarter. The position peaked at $764K in Q3 2025. 908 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

Arete Wealth Advisors reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 3,403 Ferguson shares in Q4 2025, an estimated $764K.
Arete Wealth Advisors first reported a position in Ferguson in Q3 2025 and held it in 1 quarter.
Arete Wealth Advisors's Ferguson position peaked at $764K in Q3 2025.
908 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.