AAS
FERG icon

Avantax Advisory Services’s Ferguson FERG Stock Holding History

Avantax Advisory Services’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
Q2 		$1.03M Buy
4,720
+434
+10% +$79.9K 0.01% 1156
2025
Q1 		$687K Sell
4,286
-1,311
-23% -$227K ﹤0.01% 1317
2024
Q4 		$971K Buy
5,597
+559
+11% +$111K 0.01% 1051
2024
Q3 		$1M Sell
5,038
-1,055
-17% -$214K 0.01% 1020
2024
Q2 		$1.18M Buy
+6,093
New +$1.28M 0.01% 899

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Avantax Advisory Services's FERG Position: Q2 2025 in Review

Avantax Advisory Services increased its Ferguson (FERG) stake by 10% in Q2 2025, buying an estimated $79.9K and bringing the position to 4,720 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1156.

Avantax Advisory Services first reported a position in FERG in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2024. 785 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

  • Avantax Advisory Services held 4,720 shares of Ferguson worth $1.03M as of Q2 2025.
  • Avantax Advisory Services bought 434 Ferguson shares in Q2 2025, an estimated $79.9K.
  • Ferguson made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1156 holding.
  • Avantax Advisory Services first reported a position in Ferguson in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Ferguson position peaked at $1.18M in Q2 2024.
  • 785 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.