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FERG icon

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
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 $5.7T 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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return