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Clark Wealth Partners’s Ferguson FERG Stock Holding History

Clark Wealth Partners’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 		– Sell
-87
Closed -$20.4K – 594
2026
Q1 		$20.4K Hold
87
– – 0.01% 183
2025
Q4 		$19.4K Hold
87
– – 0.01% 186
2025
Q3 		$19.4K Sell
87
-44
-34% -$9.96K 0.01% 186
2025
Q2 		$28.5K Sell
131
-19
-13% -$3.5K 0.02% 134
2025
Q1 		$24K Hold
150
– – 0.02% 145
2024
Q4 		$26K Buy
+150
New +$29.8K 0.02% 118

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
JT
Jupiter Topco New York $245B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Clark Wealth Partners's FERG Position: Q2 2026 in Review

Clark Wealth Partners sold out of Ferguson (FERG) in Q2 2026, closing a stake of 87 shares — an estimated $20.4K sold.

Clark Wealth Partners first reported a position in FERG in Q4 2024 and held it in 6 quarters. The position peaked at $28.5K in Q2 2025. 887 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Clark Wealth Partners reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 87 Ferguson shares in Q2 2026, an estimated $20.4K.
  • Clark Wealth Partners first reported a position in Ferguson in Q4 2024 and held it in 6 quarters.
  • Clark Wealth Partners's Ferguson position peaked at $28.5K in Q2 2025.
  • 887 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.