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Custom Index Systems’s Ferguson FERG Stock Holding History

Custom Index Systems’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 		$447K Buy
1,918
+83
+5% +$20.2K 0.19% 146
2025
Q4 		$409K Buy
+1,835
New +$438K 0.18% 158
2024
Q1 		– Sell
-2,530
Closed -$488K – 270
2023
Q4 		$488K Buy
+2,530
New +$427K 0.3% 81

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

Custom Index Systems's FERG Position: Q1 2026 in Review

Custom Index Systems increased its Ferguson (FERG) stake by 4.5% in Q1 2026, buying an estimated $20.2K and bringing the position to 1,918 shares worth $447K. The position accounts for 0.19% of the portfolio, ranked #146.

Custom Index Systems first reported a position in FERG in Q4 2023 and has held it in 3 quarters since. The position peaked at $488K in Q4 2023. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Custom Index Systems held 1,918 shares of Ferguson worth $447K as of Q1 2026.
  • Custom Index Systems bought 83 Ferguson shares in Q1 2026, an estimated $20.2K.
  • Ferguson made up 0.19% of Custom Index Systems's portfolio in Q1 2026, its #146 holding.
  • Custom Index Systems first reported a position in Ferguson in Q4 2023 and has held it in 3 quarters since.
  • Custom Index Systems's Ferguson position peaked at $488K in Q4 2023.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.