AWM
FERG icon

Avior Wealth Management’s Ferguson FERG Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-575
Closed -$99.8K – 1284
2024
Q4 		$99.8K Sell
575
-36
-6% -$7.15K ﹤0.01% 897
2024
Q3 		$121K Sell
611
-196
-24% -$39.7K ﹤0.01% 828
2024
Q2 		$156K Buy
807
+43
+6% +$9.02K 0.01% 738
2024
Q1 		$167K Buy
764
+655
+601% +$131K 0.01% 766
2023
Q4 		$21K Hold
109
– – ﹤0.01% 877
2023
Q3 		$17.9K Hold
109
– – ﹤0.01% 958
2023
Q2 		$17.1K Hold
109
– – ﹤0.01% 956
2023
Q1 		$14.6K Hold
109
– – ﹤0.01% 998
2022
Q4 		$13.8K Hold
109
– – ﹤0.01% 806
2022
Q3 		$11K Buy
+109
New +$12.7K ﹤0.01% 836

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return