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Carolinas Wealth Consulting’s Ferguson FERG Stock Holding History

Carolinas Wealth Consulting’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
-86
Closed -$13.8K – 321
2025
Q1 		$13.8K Buy
86
+10
+13% +$1.73K ﹤0.01% 494
2024
Q4 		$13.2K Buy
76
+17
+29% +$3.38K ﹤0.01% 520
2024
Q3 		$11.7K Sell
59
-1
-2% -$203 ﹤0.01% 541
2024
Q2 		$11.6K Sell
60
-3
-5% -$629 ﹤0.01% 541
2024
Q1 		$13.8K Buy
63
+13
+26% +$2.59K ﹤0.01% 519
2023
Q4 		$9.65K Buy
50
+8
+19% +$1.35K ﹤0.01% 548
2023
Q3 		$6.31K Buy
42
+12
+40% +$1.9K ﹤0.01% 580
2023
Q2 		$4.72K Buy
+30
New +$4.27K ﹤0.01% 679

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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Carolinas Wealth Consulting's FERG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Ferguson (FERG) in Q2 2025, closing a stake of 86 shares — an estimated $13.8K sold.

Carolinas Wealth Consulting first reported a position in FERG in Q2 2023 and held it in 8 quarters. The position peaked at $13.8K in Q1 2024. 785 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Ferguson position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 86 Ferguson shares in Q2 2025, an estimated $13.8K.
  • Carolinas Wealth Consulting first reported a position in Ferguson in Q2 2023 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Ferguson position peaked at $13.8K in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.