Base Wealth Management’s Ferguson FERG Stock Holding History

Base 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
2026 Q3	$824K	Buy	+3,702	New	+$857K	0.37%	34

Other funds holding FERG

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Base Wealth Management's FERG Position: Q3 2026 in Review

Base Wealth Management opened a new position in Ferguson (FERG) in Q3 2026: 3,702 shares worth $824K. The stake represents 0.37% of the portfolio and ranks #34 among its holdings.

157 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

Base Wealth Management held 3,702 shares of Ferguson worth $824K as of Q3 2026.
Ferguson was a new Base Wealth Management position in Q3 2026.
Ferguson made up 0.37% of Base Wealth Management's portfolio in Q3 2026, its #34 holding.
157 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Base Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.