Bell Investment Advisors’s Ferguson FERG Stock Holding History

Bell 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	$13.5K	Sell	57 -11	-16%	-$2.65K	﹤0.01%	608
2026 Q1	$15.9K	Buy	68 +10	+17%	+$2.43K	﹤0.01%	516
2025 Q4	$12.9K	Buy	58 +3	+5%	+$717	﹤0.01%	596
2025 Q3	$12.4K	Sell	55 -11	-17%	-$2.49K	﹤0.01%	560
2025 Q2	$14.4K	Buy	66 +8	+14%	+$1.47K	﹤0.01%	543
2025 Q1	$9.29K	Sell	58 -6	-9%	-$1.04K	﹤0.01%	636
2024 Q4	$11.1K	Sell	64 -22	-26%	-$4.37K	﹤0.01%	559
2024 Q3	$17.1K	Buy	86 +5	+6%	+$1.01K	﹤0.01%	435
2024 Q2	$15.7K	Buy	81 +11	+16%	+$2.31K	﹤0.01%	451
2024 Q1	$15.3K	Buy	70 +4	+6%	+$797	﹤0.01%	442
2023 Q4	$12.7K	Sell	66 -4	-6%	-$675	﹤0.01%	473
2023 Q3	$11.5K	Buy	70 +8	+13%	+$1.26K	﹤0.01%	455
2023 Q2	$9.75K	Buy	62 +57	+1,140%	+$8.12K	﹤0.01%	520
2023 Q1	$669	Buy	+5	New	+$695	﹤0.01%	1690
2022 Q4	–	Sell	-4	Closed	–	–	1967
2022 Q3	$0	Sell	4 -35	-90%	-$4.08K	﹤0.01%	1798
2022 Q2	$4K	Buy	+39	New	+$4.72K	﹤0.01%	795
2021 Q4	$1K	Buy	+3	New	+$470	﹤0.01%	1429

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

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

Bell Investment Advisors reduced its Ferguson (FERG) stake by 16% in Q2 2026, selling an estimated $2.65K and leaving 57 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Bell Investment Advisors first reported a position in FERG in Q4 2021 and has held it in 17 quarters since. The position peaked at $17.1K in Q3 2024. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Bell Investment Advisors held 57 shares of Ferguson worth $13.5K as of Q2 2026.
Bell Investment Advisors sold 11 Ferguson shares in Q2 2026, an estimated $2.65K.
Ferguson made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #608 holding.
Bell Investment Advisors first reported a position in Ferguson in Q4 2021 and has held it in 17 quarters since.
Bell Investment Advisors's Ferguson position peaked at $17.1K in Q3 2024.
939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.