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Atomi Financial Group’s Ferguson FERG Stock Holding History

Atomi Financial Group’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 		$665K Sell
2,849
-70
-2% -$17K 0.02% 597
2025
Q4 		$650K Buy
2,919
+338
+13% +$80.8K 0.02% 578
2025
Q3 		$580K Buy
2,581
+430
+20% +$97.4K 0.02% 593
2025
Q2 		$468K Buy
2,151
+765
+55% +$141K 0.02% 623
2025
Q1 		$222K Buy
1,386
+61
+5% +$10.6K 0.01% 925
2024
Q4 		$230K Buy
1,325
+300
+29% +$59.6K 0.01% 849
2024
Q3 		$204K Buy
+1,025
New +$208K 0.01% 848

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

Atomi Financial Group's FERG Position: Q1 2026 in Review

Atomi Financial Group reduced its Ferguson (FERG) stake by 2.4% in Q1 2026, selling an estimated $17K and leaving 2,849 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #597.

Atomi Financial Group first reported a position in FERG in Q3 2024 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Atomi Financial Group held 2,849 shares of Ferguson worth $665K as of Q1 2026.
  • Atomi Financial Group sold 70 Ferguson shares in Q1 2026, an estimated $17K.
  • Ferguson made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #597 holding.
  • Atomi Financial Group first reported a position in Ferguson in Q3 2024 and has held it in 7 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.