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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Creative Planning's FERG Position: Q1 2026 in Review

Creative Planning increased its Ferguson (FERG) stake by 11% in Q1 2026, buying an estimated $831K and bringing the position to 34,969 shares worth $8.16M. The position accounts for 0.01% of the portfolio, ranked #827.

Creative Planning first reported a position in FERG in Q3 2021 and has held it in 19 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Creative Planning held 34,969 shares of Ferguson worth $8.16M as of Q1 2026.
  • Creative Planning bought 3,416 Ferguson shares in Q1 2026, an estimated $831K.
  • Ferguson made up 0.01% of Creative Planning's portfolio in Q1 2026, its #827 holding.
  • Creative Planning first reported a position in Ferguson in Q3 2021 and has held it in 19 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.