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Badgley Phelps Wealth Managers’s Ferguson FERG Stock Holding History

Badgley Phelps Wealth Managers’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 		$564K Sell
2,366
-1
-0% -$241 0.01% 239
2026
Q1 		$554K Buy
2,367
+1
+0% +$243 0.01% 233
2025
Q4 		$527K Hold
2,366
– – 0.01% 234
2025
Q3 		$533K Sell
2,366
-35
-1% -$7.92K 0.01% 222
2025
Q2 		$525K Sell
2,401
-534
-18% -$98.3K 0.01% 213
2025
Q1 		$473K Sell
2,935
-1,866
-39% -$323K 0.01% 216
2024
Q4 		$837K Sell
4,801
-958
-17% -$190K 0.02% 182
2024
Q3 		$1.15M Hold
5,759
– – 0.03% 164
2024
Q2 		$1.12M Sell
5,759
-37
-0.6% -$7.76K 0.03% 160
2024
Q1 		$1.27M Sell
5,796
-42
-0.7% -$8.37K 0.03% 156
2023
Q4 		$1.13M Sell
5,838
-397
-6% -$67K 0.03% 155
2023
Q3 		$1.03M Sell
6,235
-55
-0.9% -$8.68K 0.03% 147
2023
Q2 		$989K Buy
+6,290
New +$896K 0.03% 151

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

Badgley Phelps Wealth Managers's FERG Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Ferguson (FERG) stake by 0.04% in Q2 2026, selling an estimated $241 and leaving 2,366 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #239.

Badgley Phelps Wealth Managers first reported a position in FERG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q1 2024. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Badgley Phelps Wealth Managers held 2,366 shares of Ferguson worth $564K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1 Ferguson share in Q2 2026, an estimated $241.
  • Ferguson made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #239 holding.
  • Badgley Phelps Wealth Managers first reported a position in Ferguson in Q2 2023 and has held it in 13 quarters since.
  • Badgley Phelps Wealth Managers's Ferguson position peaked at $1.27M in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.