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Clearstead Advisors’s Ferguson FERG Stock Holding History

Clearstead Advisors’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 		$493K Buy
2,076
+1,707
+463% +$412K ﹤0.01% 769
2026
Q1 		$86.1K Buy
369
+324
+720% +$78.8K ﹤0.01% 1176
2025
Q4 		$10K Sell
45
-335
-88% -$80K ﹤0.01% 1879
2025
Q3 		$85.3K Buy
380
+31
+9% +$7.02K ﹤0.01% 1098
2025
Q2 		$76K Buy
349
+83
+31% +$15.3K ﹤0.01% 1151
2025
Q1 		$42.7K Sell
266
-721
-73% -$125K ﹤0.01% 1211
2024
Q4 		$171K Buy
987
+543
+122% +$108K ﹤0.01% 901
2024
Q3 		$88.2K Buy
444
+154
+53% +$31.2K ﹤0.01% 1061
2024
Q2 		$56.2K Buy
+290
New +$60.8K ﹤0.01% 1133
2022
Q3 		– Sell
-5
Closed -$1K – 1286
2022
Q2 		$1K Hold
5
– – ﹤0.01% 1177
2022
Q1 		$1K Buy
5
+2
+67% +$309 ﹤0.01% 1281
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1174
2021
Q3 		$0 Sell
3
-14
-82% -$1.99K ﹤0.01% 1316
2021
Q2 		$2K Buy
17
+14
+467% +$1.86K ﹤0.01% 1041
2021
Q1 		$0 Buy
+3
New +$366 ﹤0.01% 1138

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

Clearstead Advisors's FERG Position: Q2 2026 in Review

Clearstead Advisors increased its Ferguson (FERG) stake by 463% in Q2 2026, buying an estimated $412K and bringing the position to 2,076 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Clearstead Advisors first reported a position in FERG in Q1 2021 and has held it in 15 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Clearstead Advisors held 2,076 shares of Ferguson worth $493K as of Q2 2026.
  • Clearstead Advisors bought 1,707 Ferguson shares in Q2 2026, an estimated $412K.
  • Ferguson made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #769 holding.
  • Clearstead Advisors first reported a position in Ferguson in Q1 2021 and has held it in 15 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.