CI
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CX Institutional’s Ferguson FERG Stock Holding History

CX Institutional’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 		$68K Buy
288
+6
+2% +$1.45K ﹤0.01% 930
2026
Q1 		$66K Buy
282
+1
+0.4% +$243 ﹤0.01% 925
2025
Q4 		$63K Sell
281
-19
-6% -$4.54K ﹤0.01% 933
2025
Q3 		$67K Buy
300
+297
+9,900% +$67.2K ﹤0.01% 894
2025
Q2 		$1K Buy
+3
New +$552 ﹤0.01% 1180

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

CX Institutional's FERG Position: Q2 2026 in Review

CX Institutional increased its Ferguson (FERG) stake by 2.1% in Q2 2026, buying an estimated $1.45K and bringing the position to 288 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

CX Institutional first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • CX Institutional held 288 shares of Ferguson worth $68K as of Q2 2026.
  • CX Institutional bought 6 Ferguson shares in Q2 2026, an estimated $1.45K.
  • Ferguson made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #930 holding.
  • CX Institutional first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.