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Avalon Capital Management’s Ferguson FERG Stock Holding History

Avalon Capital Management’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 		$221K Buy
930
+3
+0.3% +$724 0.05% 120
2026
Q1 		$216K Buy
927
+3
+0.3% +$730 0.06% 113
2025
Q4 		$206K Buy
924
+3
+0.3% +$717 0.05% 138
2025
Q3 		$207K Buy
+921
New +$209K 0.05% 133

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

Avalon Capital Management's FERG Position: Q2 2026 in Review

Avalon Capital Management increased its Ferguson (FERG) stake by 0.32% in Q2 2026, buying an estimated $724 and bringing the position to 930 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #120.

Avalon Capital Management first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Avalon Capital Management held 930 shares of Ferguson worth $221K as of Q2 2026.
  • Avalon Capital Management bought 3 Ferguson shares in Q2 2026, an estimated $724.
  • Ferguson made up 0.05% of Avalon Capital Management's portfolio in Q2 2026, its #120 holding.
  • Avalon Capital Management first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.