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Creative Financial Designs’s Ferguson FERG Stock Holding History

Creative Financial Designs’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 		$475 Hold
2
– – ﹤0.01% 2138
2026
Q1 		$467 Hold
2
– – ﹤0.01% 2008
2025
Q4 		$445 Hold
2
– – ﹤0.01% 1922
2025
Q3 		$449 Hold
2
– – ﹤0.01% 1924
2025
Q2 		$436 Buy
2
+1
+100% +$184 ﹤0.01% 1901
2025
Q1 		$160 Buy
+1
New +$173 ﹤0.01% 1999
2021
Q4 		– Sell
-33
Closed -$5K – 1292
2021
Q3 		$5K Hold
33
– – ﹤0.01% 1150
2021
Q2 		$5K Buy
+33
New +$4.38K ﹤0.01% 1164

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Creative Financial Designs's FERG Position: Q2 2026 in Review

Creative Financial Designs held its Ferguson (FERG) position steady in Q2 2026 at 2 shares worth $475. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Creative Financial Designs first reported a position in FERG in Q2 2021 and has held it in 8 quarters since. The position peaked at $5K in Q3 2021. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Creative Financial Designs held 2 shares of Ferguson worth $475 as of Q2 2026.
  • Creative Financial Designs left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2138 holding.
  • Creative Financial Designs first reported a position in Ferguson in Q2 2021 and has held it in 8 quarters since.
  • Creative Financial Designs's Ferguson position peaked at $5K in Q3 2021.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.