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 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 $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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Chico Wealth RIA's FERG Position: Q1 2026 in Review

Chico Wealth RIA opened a new position in Ferguson (FERG) in Q1 2026: 887 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #37 among its holdings. This is a return to the name: Chico Wealth RIA previously reported a position in FERG as recently as Q2 2025.

Chico Wealth RIA first reported a position in FERG in Q1 2022 and has held it in 12 quarters since. The position peaked at $327K in Q1 2024. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Chico Wealth RIA held 887 shares of Ferguson worth $207K as of Q1 2026.
Ferguson was a new Chico Wealth RIA position in Q1 2026.
Ferguson made up 0.13% of Chico Wealth RIA's portfolio in Q1 2026, its #37 holding.
Chico Wealth RIA first reported a position in Ferguson in Q1 2022 and has held it in 12 quarters since.
Chico Wealth RIA's Ferguson position peaked at $327K in Q1 2024.
928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Chico Wealth RIA's 13F filing for Q1 2026, filed 8 May 2026.