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Crewe Advisors’s Ferguson FERG Stock Holding History

Crewe Advisors’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 		– Sell
-2
Closed -$321 – 777
2025
Q1 		$321 Hold
2
– – ﹤0.01% 666
2024
Q4 		$348 Buy
+2
New +$397 ﹤0.01% 597
2023
Q4 		– Sell
-15
Closed -$2.47K – 519
2023
Q3 		$2.47K Hold
15
– – ﹤0.01% 325
2023
Q2 		$2.36K Sell
15
-160
-91% -$22.8K ﹤0.01% 525
2023
Q1 		$23.4K Sell
175
-122
-41% -$17K ﹤0.01% 403
2022
Q4 		$37.7K Hold
297
– – 0.01% 336
2022
Q3 		$31K Buy
297
+59
+25% +$6.88K 0.01% 386
2022
Q2 		$26K Buy
+238
New +$28.8K 0.01% 376

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 $3.37T AUM 44.26% 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

Crewe Advisors's FERG Position: Q2 2025 in Review

Crewe Advisors sold out of Ferguson (FERG) in Q2 2025, closing a stake of 2 shares — an estimated $321 sold.

Crewe Advisors first reported a position in FERG in Q2 2022 and held it in 8 quarters. The position peaked at $37.7K in Q4 2022. 786 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

  • Crewe Advisors reported no remaining Ferguson position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 2 Ferguson shares in Q2 2025, an estimated $321.
  • Crewe Advisors first reported a position in Ferguson in Q2 2022 and held it in 8 quarters.
  • Crewe Advisors's Ferguson position peaked at $37.7K in Q4 2022.
  • 786 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.