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Daymark Wealth Partners’s Ferguson FERG Stock Holding History

Daymark Wealth 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
2026
Q2 		$261K Sell
1,098
-4
-0.4% -$965 0.01% 677
2026
Q1 		$257K Buy
1,102
+105
+11% +$25.6K 0.01% 626
2025
Q4 		$222K Buy
997
+5
+0.5% +$1.2K 0.01% 567
2025
Q3 		$223K Buy
992
+44
+5% +$9.96K 0.01% 568
2025
Q2 		$206K Buy
+948
New +$175K 0.01% 536

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

Daymark Wealth Partners's FERG Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Ferguson (FERG) stake by 0.36% in Q2 2026, selling an estimated $965 and leaving 1,098 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #677.

Daymark Wealth Partners first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Daymark Wealth Partners held 1,098 shares of Ferguson worth $261K as of Q2 2026.
  • Daymark Wealth Partners sold 4 Ferguson shares in Q2 2026, an estimated $965.
  • Ferguson made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #677 holding.
  • Daymark Wealth Partners first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.