Curated Wealth Partners’s Ferguson FERG Stock Holding History

Curated Wealth Partners’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	$232K	Sell	977 -2,211	-69%	-$533K	0.03%	215
2026 Q1	$744K	Sell	3,188 -469	-13%	-$114K	0.09%	89
2025 Q4	$814K	Sell	3,657 -944	-21%	-$226K	0.09%	85
2025 Q3	$1.03M	Sell	4,601 -792	-15%	-$179K	0.13%	61
2025 Q2	$1.17M	Sell	5,393 -103	-2%	-$19K	0.14%	47
2025 Q1	$881K	Buy	+5,496	New	+$953K	0.11%	61

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Curated Wealth Partners's FERG Position: Q2 2026 in Review

Curated Wealth Partners reduced its Ferguson (FERG) stake by 69% in Q2 2026, selling an estimated $533K and leaving 977 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #215.

Curated Wealth Partners first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2025. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Curated Wealth Partners held 977 shares of Ferguson worth $232K as of Q2 2026.
Curated Wealth Partners sold 2,211 Ferguson shares in Q2 2026, an estimated $533K.
Ferguson made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #215 holding.
Curated Wealth Partners first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
Curated Wealth Partners's Ferguson position peaked at $1.17M in Q2 2025.
948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.