Creative Planning
FERG icon

Creative Planning’s Ferguson FERG Stock Holding History

Creative Planning’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 		$9.36M Buy
39,421
+4,452
+13% +$1.07M 0.01% 936
2026
Q1 		$8.16M Buy
34,969
+3,416
+11% +$831K 0.01% 827
2025
Q4 		$7.02M Buy
31,553
+709
+2% +$169K 0.01% 785
2025
Q3 		$6.93M Buy
30,844
+7,066
+30% +$1.6M 0.01% 723
2025
Q2 		$5.18M Buy
23,778
+11,509
+94% +$2.12M ﹤0.01% 741
2025
Q1 		$1.97M Buy
12,269
+3,629
+42% +$629K ﹤0.01% 1186
2024
Q4 		$1.5M Buy
8,640
+1,236
+17% +$245K ﹤0.01% 1328
2024
Q3 		$1.47M Buy
7,404
+2,628
+55% +$532K ﹤0.01% 1259
2024
Q2 		$925K Sell
4,776
-366
-7% -$76.8K ﹤0.01% 1462
2024
Q1 		$1.12M Buy
5,142
+300
+6% +$59.8K ﹤0.01% 1264
2023
Q4 		$935K Buy
4,842
+951
+24% +$160K ﹤0.01% 1269
2023
Q3 		$640K Sell
3,891
-48
-1% -$7.58K ﹤0.01% 1400
2023
Q2 		$620K Buy
3,939
+967
+33% +$138K ﹤0.01% 1418
2023
Q1 		$398K Buy
2,972
+67
+2% +$9.31K ﹤0.01% 1623
2022
Q4 		$369K Sell
2,905
-3,198
-52% -$372K ﹤0.01% 1589
2022
Q3 		$628K Buy
6,103
+1,647
+37% +$192K ﹤0.01% 1188
2022
Q2 		$493K Buy
4,456
+2,338
+110% +$283K ﹤0.01% 1327
2022
Q1 		$284K Buy
2,118
+127
+6% +$19.6K ﹤0.01% 1667
2021
Q4 		$357K Buy
1,991
+434
+28% +$68K ﹤0.01% 1506
2021
Q3 		$217K Buy
+1,557
New +$222K ﹤0.01% 1817

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 $3.37T AUM 44.26% 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 Planning's FERG Position: Q2 2026 in Review

Creative Planning increased its Ferguson (FERG) stake by 13% in Q2 2026, buying an estimated $1.07M and bringing the position to 39,421 shares worth $9.36M. The position accounts for 0.01% of the portfolio, ranked #936.

Creative Planning first reported a position in FERG in Q3 2021 and has held it in 20 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Creative Planning held 39,421 shares of Ferguson worth $9.36M as of Q2 2026.
  • Creative Planning bought 4,452 Ferguson shares in Q2 2026, an estimated $1.07M.
  • Ferguson made up 0.01% of Creative Planning's portfolio in Q2 2026, its #936 holding.
  • Creative Planning first reported a position in Ferguson in Q3 2021 and has held it in 20 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.