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Chicago Partners Investment Group’s Ferguson FERG Stock Holding History

Chicago Partners Investment Group’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 		$384K Buy
1,679
+119
+8% +$28.7K 0.01% 1130
2026
Q1 		$409K Sell
1,560
-40
-3% -$9.73K 0.01% 992
2025
Q4 		$406K Sell
1,600
-401
-20% -$95.8K 0.01% 879
2025
Q3 		$495K Buy
2,001
+858
+75% +$194K 0.01% 706
2025
Q2 		$260K Buy
+1,143
New +$210K 0.01% 918

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

Chicago Partners Investment Group's FERG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Ferguson (FERG) stake by 7.6% in Q2 2026, buying an estimated $28.7K and bringing the position to 1,679 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #1130.

Chicago Partners Investment Group first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $495K in Q3 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Chicago Partners Investment Group held 1,679 shares of Ferguson worth $384K as of Q2 2026.
  • Chicago Partners Investment Group bought 119 Ferguson shares in Q2 2026, an estimated $28.7K.
  • Ferguson made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1130 holding.
  • Chicago Partners Investment Group first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Chicago Partners Investment Group's Ferguson position peaked at $495K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.