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Cornerstone Planning Group’s Ferguson FERG Stock Holding History

Cornerstone Planning Group’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 		$51K Buy
222
+3
+1% +$724 0.01% 402
2026
Q1 		$55.2K Buy
219
+22
+11% +$5.35K 0.01% 371
2025
Q4 		$49.6K Buy
197
+69
+54% +$16.5K 0.01% 347
2025
Q3 		$31.5K Buy
128
+82
+178% +$18.6K 0.01% 452
2025
Q2 		$10.4K Sell
46
-28
-38% -$5.15K ﹤0.01% 549
2025
Q1 		$12.1K Buy
74
+49
+196% +$8.49K ﹤0.01% 522
2024
Q4 		$4.61K Buy
25
+11
+79% +$2.19K ﹤0.01% 600
2024
Q3 		$2.73K Buy
14
+3
+27% +$608 ﹤0.01% 702
2024
Q2 		$2.17K Hold
11
– – ﹤0.01% 746
2024
Q1 		$2.39K Hold
11
– – ﹤0.01% 629
2023
Q4 		$2.12K Hold
11
– – ﹤0.01% 620
2023
Q3 		$1.81K Hold
11
– – ﹤0.01% 682
2023
Q2 		$1.73K Buy
+11
New +$1.57K ﹤0.01% 1217
2022
Q4 		$2.71K Buy
+20
New +$2.33K ﹤0.01% 1111

Other funds holding FERG

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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 22.96% 1-Year Est. Return

Cornerstone Planning Group's FERG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Ferguson (FERG) stake by 1.4% in Q2 2026, buying an estimated $724 and bringing the position to 222 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #402.

Cornerstone Planning Group first reported a position in FERG in Q4 2022 and has held it in 14 quarters since. The position peaked at $55.2K in Q1 2026. 479 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Cornerstone Planning Group held 222 shares of Ferguson worth $51K as of Q2 2026.
  • Cornerstone Planning Group bought 3 Ferguson shares in Q2 2026, an estimated $724.
  • Ferguson made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #402 holding.
  • Cornerstone Planning Group first reported a position in Ferguson in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Ferguson position peaked at $55.2K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.