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CBIZ Investment Advisory Services’s Ferguson FERG Stock Holding History

CBIZ Investment Advisory Services’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
-19
Closed -$4.23K – 538
2025
Q4 		$4.23K Hold
19
– – ﹤0.01% 534
2025
Q3 		$4.28K Buy
19
+2
+12% +$453 ﹤0.01% 472
2025
Q2 		$3.71K Buy
+17
New +$3.13K ﹤0.01% 477

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

CBIZ Investment Advisory Services's FERG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Ferguson (FERG) in Q1 2026, closing a stake of 19 shares — an estimated $4.23K sold.

CBIZ Investment Advisory Services first reported a position in FERG in Q2 2025 and held it in 3 quarters. The position peaked at $4.28K in Q3 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 19 Ferguson shares in Q1 2026, an estimated $4.23K.
  • CBIZ Investment Advisory Services first reported a position in Ferguson in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Ferguson position peaked at $4.28K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.