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 Q2	$1.42M	Buy	5,979 +7	+0.1%	+$1.69K	0.45%	61
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beacon Investment Advisors's FERG Position: Q2 2026 in Review

Beacon Investment Advisors increased its Ferguson (FERG) stake by 0.12% in Q2 2026, buying an estimated $1.69K and bringing the position to 5,979 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #61.

Beacon Investment Advisors first reported a position in FERG in Q1 2024 and has held it in 10 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Beacon Investment Advisors held 5,979 shares of Ferguson worth $1.42M as of Q2 2026.
Beacon Investment Advisors bought 7 Ferguson shares in Q2 2026, an estimated $1.69K.
Ferguson made up 0.45% of Beacon Investment Advisors's portfolio in Q2 2026, its #61 holding.
Beacon Investment Advisors first reported a position in Ferguson in Q1 2024 and has held it in 10 quarters since.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.