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Buckley Wealth Management’s Ferguson FERG Stock Holding History

Buckley 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
2025
Q2 		– Sell
-5,112
Closed -$819K – 109
2025
Q1 		$819K Buy
5,112
+134
+3% +$23.2K 0.25% 69
2024
Q4 		$864K Buy
4,978
+53
+1% +$10.5K 0.26% 63
2024
Q3 		$978K Buy
4,925
+199
+4% +$40.3K 0.3% 62
2024
Q2 		$915K Sell
4,726
-14
-0.3% -$2.94K 0.29% 61
2024
Q1 		$1.04M Sell
4,740
-161
-3% -$32.1K 0.33% 57
2023
Q4 		$946K Sell
4,901
-41
-0.8% -$6.92K 0.33% 60
2023
Q3 		$813K Sell
4,942
-1,421
-22% -$224K 0.3% 60
2023
Q2 		$1M Buy
6,363
+1,249
+24% +$178K 0.34% 53
2023
Q1 		$684K Buy
5,114
+394
+8% +$54.8K 0.25% 70
2022
Q4 		$599K Buy
+4,720
New +$550K 0.22% 75

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Buckley Wealth Management's FERG Position: Q2 2025 in Review

Buckley Wealth Management sold out of Ferguson (FERG) in Q2 2025, closing a stake of 5,112 shares — an estimated $819K sold.

Buckley Wealth Management first reported a position in FERG in Q4 2022 and held it in 10 quarters. The position peaked at $1.04M in Q1 2024. 786 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

  • Buckley Wealth Management reported no remaining Ferguson position as of Q2 2025 after selling out during the quarter.
  • Buckley Wealth Management sold 5,112 Ferguson shares in Q2 2025, an estimated $819K.
  • Buckley Wealth Management first reported a position in Ferguson in Q4 2022 and held it in 10 quarters.
  • Buckley Wealth Management's Ferguson position peaked at $1.04M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Buckley Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.