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Congress Wealth Management’s Ferguson FERG Stock Holding History

Congress Wealth Management’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
2025
Q2 		$728K Buy
+3,341
New +$615K 0.01% 805

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Congress Wealth Management's FERG Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Ferguson (FERG) in Q2 2025: 3,341 shares worth $728K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings.

786 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

  • Congress Wealth Management held 3,341 shares of Ferguson worth $728K as of Q2 2025.
  • Ferguson was a new Congress Wealth Management position in Q2 2025.
  • Ferguson made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #805 holding.
  • 786 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.