Cetera Investment Advisers
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Cetera Investment Advisers’s Ferguson FERG Stock Holding History

Cetera Investment Advisers’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 		$11.1M Buy
46,870
+3,736
+9% +$901K 0.01% 1094
2026
Q1 		$10.1M Buy
43,134
+13,307
+45% +$3.24M 0.01% 1060
2025
Q4 		$6.64M Buy
29,827
+1,992
+7% +$476K 0.01% 1279
2025
Q3 		$6.25M Buy
27,835
+19,205
+223% +$4.35M 0.01% 1260
2025
Q2 		$1.88M Buy
8,630
+760
+10% +$140K ﹤0.01% 1884
2025
Q1 		$1.26M Sell
7,870
-2,582
-25% -$448K ﹤0.01% 2083
2024
Q4 		$1.81M Buy
10,452
+1,511
+17% +$300K ﹤0.01% 1731
2024
Q3 		$1.78M Sell
8,941
-1,484
-14% -$301K ﹤0.01% 1708
2024
Q2 		$2.02M Sell
10,425
-1,376
-12% -$289K ﹤0.01% 1565
2024
Q1 		$2.58M Buy
11,801
+6,982
+145% +$1.39M 0.01% 1377
2023
Q4 		$930K Buy
4,819
+1,116
+30% +$188K 0.01% 1143
2023
Q3 		$609K Buy
3,703
+1,361
+58% +$215K 0.01% 1327
2023
Q2 		$368K Buy
2,342
+201
+9% +$28.6K ﹤0.01% 1613
2023
Q1 		$286K Sell
2,141
-3
-0.1% -$417 ﹤0.01% 1735
2022
Q4 		$272K Buy
+2,144
New +$250K ﹤0.01% 1725

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's FERG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Ferguson (FERG) stake by 8.7% in Q2 2026, buying an estimated $901K and bringing the position to 46,870 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1094.

Cetera Investment Advisers first reported a position in FERG in Q4 2022 and has held it in 15 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Cetera Investment Advisers held 46,870 shares of Ferguson worth $11.1M as of Q2 2026.
  • Cetera Investment Advisers bought 3,736 Ferguson shares in Q2 2026, an estimated $901K.
  • Ferguson made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1094 holding.
  • Cetera Investment Advisers first reported a position in Ferguson in Q4 2022 and has held it in 15 quarters since.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.