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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Ferguson (FERG) in Q2 2026: 24 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FERG as recently as Q4 2025.

Concord Wealth Partners first reported a position in FERG in Q1 2021 and has held it in 20 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Concord Wealth Partners held 24 shares of Ferguson worth $5.7K as of Q2 2026.
Ferguson was a new Concord Wealth Partners position in Q2 2026.
Ferguson made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #639 holding.
Concord Wealth Partners first reported a position in Ferguson in Q1 2021 and has held it in 20 quarters since.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.