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Concurrent Investment Advisors’s Ferguson FERG Stock Holding History

Concurrent Investment 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 		$927K Buy
3,908
+1,591
+69% +$384K 0.01% 1041
2026
Q1 		$541K Sell
2,317
-1
-0% -$243 0.01% 1176
2025
Q4 		$516K Buy
+2,318
New +$554K 0.01% 1134

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's FERG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Ferguson (FERG) stake by 69% in Q2 2026, buying an estimated $384K and bringing the position to 3,908 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #1041.

Concurrent Investment Advisors first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Concurrent Investment Advisors held 3,908 shares of Ferguson worth $927K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,591 Ferguson shares in Q2 2026, an estimated $384K.
  • Ferguson made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1041 holding.
  • Concurrent Investment Advisors first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.