Concord Wealth Partners’s Ferguson FERG Stock Holding History

Concord 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 Q1	–	Sell	-4	Closed	-$891	–	399
2025 Q4	$891	Hold	4	–	–	﹤0.01%	732
2025 Q3	$898	Hold	4	–	–	﹤0.01%	747
2025 Q2	$871	Hold	4	–	–	﹤0.01%	764
2025 Q1	$641	Hold	4	–	–	﹤0.01%	748
2024 Q4	$694	Hold	4	–	–	﹤0.01%	837
2024 Q3	$794	Hold	4	–	–	﹤0.01%	861
2024 Q2	$775	Hold	4	–	–	﹤0.01%	740
2024 Q1	$874	Hold	4	–	–	﹤0.01%	797
2023 Q4	$772	Sell	4 -10	-71%	-$1.69K	﹤0.01%	769
2023 Q3	$2.3K	Hold	14	–	–	﹤0.01%	852
2023 Q2	$2.2K	Hold	14	–	–	﹤0.01%	854
2023 Q1	$1.87K	Hold	14	–	–	﹤0.01%	823
2022 Q4	$1.78K	Buy	+14	New	+$1.63K	﹤0.01%	962
2022 Q3	–	Sell	-14	Closed	-$2K	–	490
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	1022
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	1094
2021 Q4	$3K	Buy	14 +4	+40%	+$627	﹤0.01%	1046
2021 Q3	$1K	Sell	10 -4	-29%	-$570	﹤0.01%	827
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	884
2021 Q1	$2K	Buy	+14	New	+$1.71K	﹤0.01%	822

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

Concord Wealth Partners's FERG Position: Q1 2026 in Review

Concord Wealth Partners sold out of Ferguson (FERG) in Q1 2026, closing a stake of 4 shares — an estimated $891 sold.

Concord Wealth Partners first reported a position in FERG in Q1 2021 and held it in 19 quarters. The position peaked at $3K in Q4 2021. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Concord Wealth Partners reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 4 Ferguson shares in Q1 2026, an estimated $891.
Concord Wealth Partners first reported a position in Ferguson in Q1 2021 and held it in 19 quarters.
Concord Wealth Partners's Ferguson position peaked at $3K in Q4 2021.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.