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Curran Financial Partners’s Ferguson FERG Stock Holding History

Curran Financial 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
2025
Q4 		– Sell
-1,123
Closed -$252K – 133
2025
Q3 		$252K Sell
1,123
-230
-17% -$52.1K 0.05% 117
2025
Q2 		$295K Hold
1,353
– – 0.07% 102
2025
Q1 		$217K Hold
1,353
– – 0.05% 95
2024
Q4 		$235K Hold
1,353
– – 0.06% 90
2024
Q3 		$269K Hold
1,353
– – 0.08% 79
2024
Q2 		$262K Hold
1,353
– – 0.09% 74
2024
Q1 		$296K Hold
1,353
– – 0.1% 67
2023
Q4 		$253K Hold
1,353
– – 0.1% 69
2023
Q3 		$223K Buy
1,353
+6
+0.4% +$947 0.1% 68
2023
Q2 		$212K Buy
+1,347
New +$192K 0.09% 70
2022
Q1 		– Sell
-1,313
Closed -$236K – 76
2021
Q4 		$236K Buy
+1,313
New +$206K 0.1% 66

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curran Financial Partners's FERG Position: Q4 2025 in Review

Curran Financial Partners sold out of Ferguson (FERG) in Q4 2025, closing a stake of 1,123 shares — an estimated $252K sold.

Curran Financial Partners first reported a position in FERG in Q4 2021 and held it in 11 quarters. The position peaked at $296K in Q1 2024. 906 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Curran Financial Partners reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Curran Financial Partners sold 1,123 Ferguson shares in Q4 2025, an estimated $252K.
  • Curran Financial Partners first reported a position in Ferguson in Q4 2021 and held it in 11 quarters.
  • Curran Financial Partners's Ferguson position peaked at $296K in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Curran Financial Partners's 13F filing for Q4 2025, filed 22 Jan 2026.