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Beaird Harris Wealth Management’s Ferguson FERG Stock Holding History

Beaird Harris 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
Q2 		$186 Hold
1
– – ﹤0.01% 662
2026
Q1 		$182 Hold
1
– – ﹤0.01% 636
2025
Q4 		$174 Hold
1
– – ﹤0.01% 661
2025
Q3 		$176 Buy
+1
New +$226 ﹤0.01% 673
2024
Q2 		– Sell
-2
Closed -$437 – 743
2024
Q1 		$437 Hold
2
– – ﹤0.01% 598
2023
Q4 		$387 Buy
+2
New +$337 ﹤0.01% 577

Other funds holding FERG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Beaird Harris Wealth Management's FERG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Ferguson (FERG) position steady in Q2 2026 at 1 share worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Beaird Harris Wealth Management first reported a position in FERG in Q4 2023 and has held it in 6 quarters since. The position peaked at $437 in Q1 2024. 104 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Beaird Harris Wealth Management held 1 share of Ferguson worth $186 as of Q2 2026.
  • Beaird Harris Wealth Management left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Beaird Harris Wealth Management first reported a position in Ferguson in Q4 2023 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's Ferguson position peaked at $437 in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.