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 Q3	$8.68K	Buy	39 +15	+63%	+$3.47K	﹤0.01%	567
2026 Q2	$5.7K	Buy	+24	New	+$5.79K	﹤0.01%	639
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Concord Wealth Partners's FERG Position: Q3 2026 in Review

Concord Wealth Partners increased its Ferguson (FERG) stake by 63% in Q3 2026, buying an estimated $3.47K and bringing the position to 39 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Concord Wealth Partners first reported a position in FERG in Q1 2021 and has held it in 21 quarters since. 791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

Concord Wealth Partners held 39 shares of Ferguson worth $8.68K as of Q3 2026.
Concord Wealth Partners bought 15 Ferguson shares in Q3 2026, an estimated $3.47K.
Ferguson made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #567 holding.
Concord Wealth Partners first reported a position in Ferguson in Q1 2021 and has held it in 21 quarters since.
791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.