CCA
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Checchi Capital Advisers’s Ferguson FERG Stock Holding History

Checchi Capital 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 		$628K Sell
2,644
-10
-0.4% -$2.41K 0.03% 313
2026
Q1 		$619K Sell
2,654
-5
-0.2% -$1.22K 0.03% 306
2025
Q4 		$592K Buy
2,659
+99
+4% +$23.7K 0.03% 281
2025
Q3 		$575K Buy
2,560
+23
+0.9% +$5.21K 0.03% 295
2025
Q2 		$552K Sell
2,537
-83
-3% -$15.3K 0.03% 315
2025
Q1 		$420K Buy
2,620
+25
+1% +$4.33K 0.02% 373
2024
Q4 		$450K Sell
2,595
-17
-0.7% -$3.38K 0.03% 343
2024
Q3 		$519K Buy
2,612
+12
+0.5% +$2.43K 0.03% 321
2024
Q2 		$503K Sell
2,600
-8
-0.3% -$1.68K 0.03% 317
2024
Q1 		$570K Sell
2,608
-637
-20% -$127K 0.04% 298
2023
Q4 		$627K Sell
3,245
-28
-0.9% -$4.72K 0.05% 258
2023
Q3 		$538K Sell
3,273
-13
-0.4% -$2.05K 0.05% 273
2023
Q2 		$517K Buy
3,286
+156
+5% +$22.2K 0.05% 287
2023
Q1 		$419K Hold
3,130
– – 0.04% 324
2022
Q4 		$397K Hold
3,130
– – 0.04% 326
2022
Q3 		$324K Buy
3,130
+34
+1% +$3.97K 0.03% 368
2022
Q2 		$390K Buy
3,096
+376
+14% +$45.5K 0.03% 344
2022
Q1 		$367K Buy
2,720
+81
+3% +$12.5K 0.03% 347
2021
Q4 		$472K Buy
2,639
+74
+3% +$11.6K 0.04% 266
2021
Q3 		$358K Sell
2,565
-8
-0.3% -$1.14K 0.04% 315
2021
Q2 		$358K Buy
2,573
+58
+2% +$7.7K 0.04% 320
2021
Q1 		$302K Buy
+2,515
New +$307K 0.03% 354

Other funds holding FERG

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Checchi Capital Advisers's FERG Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Ferguson (FERG) stake by 0.38% in Q2 2026, selling an estimated $2.41K and leaving 2,644 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #313.

Checchi Capital Advisers first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. 472 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Checchi Capital Advisers held 2,644 shares of Ferguson worth $628K as of Q2 2026.
  • Checchi Capital Advisers sold 10 Ferguson shares in Q2 2026, an estimated $2.41K.
  • Ferguson made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #313 holding.
  • Checchi Capital Advisers first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • 472 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.