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Basecamp Wealth Advisors’s Ferguson FERG Stock Holding History

Basecamp Wealth Advisors’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 		$371K Sell
1,563
-1
-0.1% -$241 0.07% 162
2026
Q1 		$365K Sell
1,564
-55
-3% -$13.4K 0.08% 160
2025
Q4 		$360K Buy
+1,619
New +$387K 0.08% 154

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

Basecamp Wealth Advisors's FERG Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Ferguson (FERG) stake by 0.06% in Q2 2026, selling an estimated $241 and leaving 1,563 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #162.

Basecamp Wealth Advisors first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Basecamp Wealth Advisors held 1,563 shares of Ferguson worth $371K as of Q2 2026.
  • Basecamp Wealth Advisors sold 1 Ferguson share in Q2 2026, an estimated $241.
  • Ferguson made up 0.07% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Basecamp Wealth Advisors first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.