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BSW Wealth Partners’s Ferguson FERG Stock Holding History

BSW Wealth Partners’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 		$353K Sell
1,486
-105
-7% -$25.3K 0.04% 228
2026
Q1 		$371K Sell
1,591
-36
-2% -$8.76K 0.05% 213
2025
Q4 		$362K Buy
1,627
+78
+5% +$18.6K 0.04% 212
2025
Q3 		$348K Buy
1,549
+295
+24% +$66.8K 0.04% 231
2025
Q2 		$273K Buy
+1,254
New +$231K 0.04% 257
2025
Q1 		– Sell
-1,337
Closed -$232K – 317
2024
Q4 		$232K Sell
1,337
-16
-1% -$3.18K 0.03% 273
2024
Q3 		$269K Sell
1,353
-363
-21% -$73.5K 0.04% 245
2024
Q2 		$332K Sell
1,716
-97
-5% -$20.3K 0.05% 191
2024
Q1 		$396K Buy
1,813
+206
+13% +$41K 0.07% 169
2023
Q4 		$310K Buy
1,607
+16
+1% +$2.7K 0.06% 199
2023
Q3 		$262K Sell
1,591
-233
-13% -$36.8K 0.06% 199
2023
Q2 		$287K Sell
1,824
-68
-4% -$9.69K 0.06% 193
2023
Q1 		$253K Buy
+1,892
New +$263K 0.05% 253

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 $3.37T AUM 44.26% 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

BSW Wealth Partners's FERG Position: Q2 2026 in Review

BSW Wealth Partners reduced its Ferguson (FERG) stake by 6.6% in Q2 2026, selling an estimated $25.3K and leaving 1,486 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #228.

BSW Wealth Partners first reported a position in FERG in Q1 2023 and has held it in 13 quarters since. The position peaked at $396K in Q1 2024. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • BSW Wealth Partners held 1,486 shares of Ferguson worth $353K as of Q2 2026.
  • BSW Wealth Partners sold 105 Ferguson shares in Q2 2026, an estimated $25.3K.
  • Ferguson made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • BSW Wealth Partners first reported a position in Ferguson in Q1 2023 and has held it in 13 quarters since.
  • BSW Wealth Partners's Ferguson position peaked at $396K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.