Carson Wealth (CWM LLC)
FERG icon

Carson Wealth (CWM LLC)’s Ferguson FERG Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.41M Sell
14,638
-1,960
-12% -$477K 0.01% 964
2025
Q4 		$3.69M Sell
16,598
-5,043
-23% -$1.2M 0.01% 902
2025
Q3 		$4.86M Buy
21,641
+10,049
+87% +$2.28M 0.01% 730
2025
Q2 		$2.52M Buy
11,592
+1,810
+19% +$333K 0.01% 865
2025
Q1 		$1.57M Buy
9,782
+5,136
+111% +$890K 0.01% 920
2024
Q4 		$809K Buy
4,646
+96
+2% +$19.1K ﹤0.01% 1190
2024
Q3 		$904K Buy
4,550
+3,423
+304% +$693K ﹤0.01% 1098
2024
Q2 		$218K Buy
1,127
+157
+16% +$32.9K ﹤0.01% 1543
2024
Q1 		$212K Buy
970
+212
+28% +$42.2K ﹤0.01% 1495
2023
Q4 		$146K Buy
758
+161
+27% +$27.2K ﹤0.01% 1564
2023
Q3 		$98K Buy
597
+289
+94% +$45.6K ﹤0.01% 1641
2023
Q2 		$48K Sell
308
-57
-16% -$8.12K ﹤0.01% 2020
2023
Q1 		$49K Sell
365
-18
-5% -$2.5K ﹤0.01% 1886
2022
Q4 		$49K Buy
383
+60
+19% +$6.99K ﹤0.01% 1747
2022
Q3 		$33K Buy
323
+93
+40% +$10.9K ﹤0.01% 1882
2022
Q2 		$25K Sell
230
-39
-14% -$4.72K ﹤0.01% 1982
2022
Q1 		$36K Buy
269
+29
+12% +$4.47K ﹤0.01% 1760
2021
Q4 		$43K Buy
+240
New +$37.6K ﹤0.01% 1636
2021
Q2 		$18K Hold
132
– – ﹤0.01% 1834
2021
Q1 		$18K Buy
+132
New +$16.1K ﹤0.01% 1833

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $609B AUM 40.19% 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 $462B AUM 39.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FERG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Ferguson (FERG) stake by 12% in Q1 2026, selling an estimated $477K and leaving 14,638 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #964.

Carson Wealth (CWM LLC) first reported a position in FERG in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.86M in Q3 2025. 931 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,638 shares of Ferguson worth $3.41M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,960 Ferguson shares in Q1 2026, an estimated $477K.
  • Ferguson made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #964 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ferguson in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Ferguson position peaked at $4.86M in Q3 2025.
  • 931 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.