Beacon Investment Advisors’s Ferguson FERG Stock Holding History

Beacon Investment 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 Q1	$1.39M	Sell	5,972 -51	-0.8%	-$12.4K	0.53%	58
2025 Q4	$1.34M	Sell	6,023 -37	-0.6%	-$8.84K	0.54%	56
2025 Q3	$1.36M	Buy	6,060 +25	+0.4%	+$5.66K	0.56%	57
2025 Q2	$1.32M	Buy	6,035 +11	+0.2%	+$2.02K	0.57%	57
2025 Q1	$965K	Buy	6,024 +33	+0.6%	+$5.72K	0.46%	64
2024 Q4	$1.04M	Buy	5,991 +109	+2%	+$21.6K	0.49%	60
2024 Q3	$1.17M	Buy	5,882 +59	+1%	+$12K	0.55%	56
2024 Q2	$1.13M	Buy	5,823 +105	+2%	+$22K	0.58%	56
2024 Q1	$1.25M	Buy	+5,718	New	+$1.14M	0.71%	48

Other funds holding FERG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Beacon Investment Advisors's FERG Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Ferguson (FERG) stake by 0.85% in Q1 2026, selling an estimated $12.4K and leaving 5,972 shares worth $1.39M. The position accounts for 0.53% of the portfolio, ranked #58.

Beacon Investment Advisors first reported a position in FERG in Q1 2024 and has held it in 9 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Beacon Investment Advisors held 5,972 shares of Ferguson worth $1.39M as of Q1 2026.
Beacon Investment Advisors sold 51 Ferguson shares in Q1 2026, an estimated $12.4K.
Ferguson made up 0.53% of Beacon Investment Advisors's portfolio in Q1 2026, its #58 holding.
Beacon Investment Advisors first reported a position in Ferguson in Q1 2024 and has held it in 9 quarters since.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.