CVA Family Office’s Ferguson FERG Stock Holding History

CVA Family Office’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	$89.7K	Sell	378 -82	-18%	-$19.8K	0.01%	494
2026 Q1	$107K	Buy	460 +203	+79%	+$49.4K	0.01%	443
2025 Q4	$57.2K	Hold	257	–	–	0.01%	532
2025 Q3	$57.7K	Buy	257 +2	+0.8%	+$453	0.01%	527
2025 Q2	$55.5K	Buy	255 +40	+19%	+$7.36K	0.01%	530
2025 Q1	$34.4K	Buy	215 +10	+5%	+$1.73K	0.01%	583
2024 Q4	$35.6K	Buy	205 +15	+8%	+$2.98K	0.01%	583
2024 Q3	$37.7K	Buy	190 +21	+12%	+$4.25K	0.01%	554
2024 Q2	$32.7K	Buy	169 +8	+5%	+$1.68K	0.01%	567
2024 Q1	$35.2K	Buy	161 +2	+1%	+$398	0.01%	545
2023 Q4	$30.7K	Buy	+159	New	+$26.8K	0.01%	555
2023 Q3	–	Sell	-159	Closed	-$25K	–	488
2023 Q2	$25K	Hold	159	–	–	0.01%	572
2023 Q1	$21.3K	Hold	159	–	–	﹤0.01%	586
2022 Q4	$20.2K	Hold	159	–	–	﹤0.01%	561
2022 Q3	$16K	Hold	159	–	–	﹤0.01%	560
2022 Q2	$18K	Hold	159	–	–	﹤0.01%	554
2022 Q1	$21K	Hold	159	–	–	0.01%	547
2021 Q4	$29K	Buy	+159	New	+$24.9K	0.01%	461
2021 Q3	–	Sell	-159	Closed	-$22K	–	532
2021 Q2	$22K	Buy	+159	New	+$21.1K	0.01%	511

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 $3.37T AUM 44.26% 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

CVA Family Office's FERG Position: Q2 2026 in Review

CVA Family Office reduced its Ferguson (FERG) stake by 18% in Q2 2026, selling an estimated $19.8K and leaving 378 shares worth $89.7K. The position accounts for 0.01% of the portfolio, ranked #494.

CVA Family Office first reported a position in FERG in Q2 2021 and has held it in 19 quarters since. The position peaked at $107K in Q1 2026. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

CVA Family Office held 378 shares of Ferguson worth $89.7K as of Q2 2026.
CVA Family Office sold 82 Ferguson shares in Q2 2026, an estimated $19.8K.
Ferguson made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #494 holding.
CVA Family Office first reported a position in Ferguson in Q2 2021 and has held it in 19 quarters since.
CVA Family Office's Ferguson position peaked at $107K in Q1 2026.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.