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DiNuzzo Private Wealth’s Ferguson FERG Stock Holding History

DiNuzzo Private Wealth’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 		$6.41K Hold
27
– – ﹤0.01% 356
2026
Q1 		$6.3K Buy
27
+2
+8% +$487 ﹤0.01% 348
2025
Q4 		$5.57K Hold
25
– – ﹤0.01% 362
2025
Q3 		$5.78K Hold
25
– – ﹤0.01% 354
2025
Q2 		$5.44K Buy
25
+2
+9% +$368 ﹤0.01% 356
2025
Q1 		$3.69K Buy
23
+3
+15% +$520 ﹤0.01% 415
2024
Q4 		$3.47K Hold
20
– – ﹤0.01% 428
2024
Q3 		$3.97K Buy
20
+2
+11% +$405 ﹤0.01% 410
2024
Q2 		$3.49K Buy
18
+7
+64% +$1.47K ﹤0.01% 360
2024
Q1 		$2.4K Buy
11
+2
+22% +$398 ﹤0.01% 412
2023
Q4 		$1.74K Buy
+9
New +$1.52K ﹤0.01% 498

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

DiNuzzo Private Wealth's FERG Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Ferguson (FERG) position steady in Q2 2026 at 27 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

DiNuzzo Private Wealth first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • DiNuzzo Private Wealth held 27 shares of Ferguson worth $6.41K as of Q2 2026.
  • DiNuzzo Private Wealth left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #356 holding.
  • DiNuzzo Private Wealth first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.