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Cardiff Park Advisors’s Ferguson FERG Stock Holding History

Cardiff Park 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
Q2 		– Sell
-1,187
Closed -$277K – 374
2026
Q1 		$277K Buy
+1,187
New +$289K 0.02% 242
2025
Q4 		– Sell
-1,179
Closed -$265K – 364
2025
Q3 		$265K Buy
+1,179
New +$267K 0.02% 251
2024
Q4 		– Sell
-1,160
Closed -$230K – 344
2024
Q3 		$230K Hold
1,160
– – 0.02% 236
2024
Q2 		$225K Buy
1,160
+4
+0.3% +$839 0.02% 233
2024
Q1 		$252K Buy
1,156
+5
+0.4% +$996 0.02% 224
2023
Q4 		$222K Buy
+1,151
New +$194K 0.02% 221

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

Cardiff Park Advisors's FERG Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Ferguson (FERG) in Q2 2026, closing a stake of 1,187 shares — an estimated $277K sold.

Cardiff Park Advisors first reported a position in FERG in Q4 2023 and held it in 6 quarters. The position peaked at $277K in Q1 2026. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Cardiff Park Advisors reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Cardiff Park Advisors sold 1,187 Ferguson shares in Q2 2026, an estimated $277K.
  • Cardiff Park Advisors first reported a position in Ferguson in Q4 2023 and held it in 6 quarters.
  • Cardiff Park Advisors's Ferguson position peaked at $277K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.