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

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return