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Caerus Investment Advisors’s Ferguson FERG Stock Holding History

Caerus 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
Q1 		– Sell
-991
Closed -$221K – 313
2025
Q4 		$221K Sell
991
-202
-17% -$48.3K 0.07% 292
2025
Q3 		$268K Buy
+1,193
New +$270K 0.11% 209

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Caerus Investment Advisors's FERG Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Ferguson (FERG) in Q1 2026, closing a stake of 991 shares — an estimated $221K sold.

Caerus Investment Advisors first reported a position in FERG in Q3 2025 and held it in 2 quarters. The position peaked at $268K in Q3 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 991 Ferguson shares in Q1 2026, an estimated $221K.
  • Caerus Investment Advisors first reported a position in Ferguson in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Ferguson position peaked at $268K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.