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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
Q2 		$435K Sell
1,833
-85
-4% -$20.5K 0.16% 162
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Custom Index Systems's FERG Position: Q2 2026 in Review

Custom Index Systems reduced its Ferguson (FERG) stake by 4.4% in Q2 2026, selling an estimated $20.5K and leaving 1,833 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #162.

Custom Index Systems first reported a position in FERG in Q4 2023 and has held it in 4 quarters since. The position peaked at $488K in Q4 2023. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Custom Index Systems held 1,833 shares of Ferguson worth $435K as of Q2 2026.
  • Custom Index Systems sold 85 Ferguson shares in Q2 2026, an estimated $20.5K.
  • Ferguson made up 0.16% of Custom Index Systems's portfolio in Q2 2026, its #162 holding.
  • Custom Index Systems first reported a position in Ferguson in Q4 2023 and has held it in 4 quarters since.
  • Custom Index Systems's Ferguson position peaked at $488K in Q4 2023.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.