Biltmore Family Office’s Ferguson FERG Stock Holding History

Biltmore Family Office’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	$223K	Sell	938 -16	-2%	-$3.86K	0.03%	243
2026 Q1	$223K	Buy	+954	New	+$232K	0.03%	231

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

Biltmore Family Office's FERG Position: Q2 2026 in Review

Biltmore Family Office reduced its Ferguson (FERG) stake by 1.7% in Q2 2026, selling an estimated $3.86K and leaving 938 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #243.

Biltmore Family Office first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Biltmore Family Office held 938 shares of Ferguson worth $223K as of Q2 2026.
Biltmore Family Office sold 16 Ferguson shares in Q2 2026, an estimated $3.86K.
Ferguson made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #243 holding.
Biltmore Family Office first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.