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Bogart Wealth LLC’s Ferguson FERG Stock Holding History

Bogart Wealth LLC’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 		$10.7K Sell
45
-2
-4% -$483 ﹤0.01% 985
2026
Q1 		$11K Buy
47
+41
+683% +$9.98K ﹤0.01% 885
2025
Q4 		$1.34K Hold
6
– – ﹤0.01% 1255
2025
Q3 		$1.35K Buy
6
+3
+100% +$679 ﹤0.01% 1230
2025
Q2 		$653 Hold
3
– – ﹤0.01% 1284
2025
Q1 		$481 Buy
+3
New +$520 ﹤0.01% 1289

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bogart Wealth LLC's FERG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Ferguson (FERG) stake by 4.3% in Q2 2026, selling an estimated $483 and leaving 45 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Bogart Wealth LLC first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $11K in Q1 2026. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Bogart Wealth LLC held 45 shares of Ferguson worth $10.7K as of Q2 2026.
  • Bogart Wealth LLC sold 2 Ferguson shares in Q2 2026, an estimated $483.
  • Ferguson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #985 holding.
  • Bogart Wealth LLC first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Ferguson position peaked at $11K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.