Chico Wealth RIA’s Ferguson FERG Stock Holding History

Chico Wealth RIA’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	$209K	Sell	881 -6	-0.7%	-$1.45K	0.11%	46
2026 Q1	$207K	Buy	+887	New	+$216K	0.13%	37
2025 Q3	–	Sell	-1,084	Closed	-$236K	–	36
2025 Q2	$236K	Sell	1,084 -425	-28%	-$78.2K	0.19%	27
2025 Q1	$242K	Sell	1,509 -2	-0.1%	-$347	0.21%	23
2024 Q4	$262K	Buy	1,511 +12	+0.8%	+$2.38K	0.23%	22
2024 Q3	$298K	Hold	1,499	–	–	0.25%	23
2024 Q2	$290K	Hold	1,499	–	–	0.27%	23
2024 Q1	$327K	Hold	1,499	–	–	0.31%	23
2023 Q4	$289K	Hold	1,499	–	–	0.3%	23
2023 Q3	$247K	Hold	1,499	–	–	0.29%	23
2023 Q2	$236K	Hold	1,499	–	–	0.28%	20
2023 Q1	$200K	Buy	+1,499	New	+$208K	0.26%	20
2022 Q2	–	Sell	-1,652	Closed	-$222K	–	24
2022 Q1	$222K	Buy	+1,652	New	+$255K	0.18%	22

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chico Wealth RIA's FERG Position: Q2 2026 in Review

Chico Wealth RIA reduced its Ferguson (FERG) stake by 0.68% in Q2 2026, selling an estimated $1.45K and leaving 881 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #46.

Chico Wealth RIA first reported a position in FERG in Q1 2022 and has held it in 13 quarters since. The position peaked at $327K in Q1 2024. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Chico Wealth RIA held 881 shares of Ferguson worth $209K as of Q2 2026.
Chico Wealth RIA sold 6 Ferguson shares in Q2 2026, an estimated $1.45K.
Ferguson made up 0.11% of Chico Wealth RIA's portfolio in Q2 2026, its #46 holding.
Chico Wealth RIA first reported a position in Ferguson in Q1 2022 and has held it in 13 quarters since.
Chico Wealth RIA's Ferguson position peaked at $327K in Q1 2024.
948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.