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Arkadios Wealth Advisors’s Ferguson FERG Stock Holding History

Arkadios 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
Q2 		$400K Buy
1,686
+481
+40% +$116K 0.01% 1238
2026
Q1 		$281K Sell
1,205
-17
-1% -$4.14K ﹤0.01% 1390
2025
Q4 		$272K Buy
1,222
+64
+6% +$15.3K 0.01% 1293
2025
Q3 		$260K Buy
1,158
+64
+6% +$14.5K 0.01% 1215
2025
Q2 		$238K Buy
+1,094
New +$201K 0.01% 1143
2024
Q4 		– Sell
-1,993
Closed -$396K – 965
2024
Q3 		$396K Buy
+1,993
New +$404K 0.02% 629

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

Arkadios Wealth Advisors's FERG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Ferguson (FERG) stake by 40% in Q2 2026, buying an estimated $116K and bringing the position to 1,686 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1238.

Arkadios Wealth Advisors first reported a position in FERG in Q3 2024 and has held it in 6 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Arkadios Wealth Advisors held 1,686 shares of Ferguson worth $400K as of Q2 2026.
  • Arkadios Wealth Advisors bought 481 Ferguson shares in Q2 2026, an estimated $116K.
  • Ferguson made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1238 holding.
  • Arkadios Wealth Advisors first reported a position in Ferguson in Q3 2024 and has held it in 6 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.