CPA
FERG icon

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
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 $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

Cardiff Park Advisors's FERG Position: Q1 2026 in Review

Cardiff Park Advisors opened a new position in Ferguson (FERG) in Q1 2026: 1,187 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in FERG as recently as Q3 2025.

Cardiff Park Advisors first reported a position in FERG in Q4 2023 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Cardiff Park Advisors held 1,187 shares of Ferguson worth $277K as of Q1 2026.
  • Ferguson was a new Cardiff Park Advisors position in Q1 2026.
  • Ferguson made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #242 holding.
  • Cardiff Park Advisors first reported a position in Ferguson in Q4 2023 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.