Drive Wealth Management’s Ferguson FERG Stock Holding History

Drive Wealth Management’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	$237K	Buy	993 +33	+3%	+$7.96K	0.04%	375
2026 Q1	$225K	Buy	960 +11	+1%	+$2.68K	0.05%	323
2025 Q4	$211K	Buy	949 +5	+0.5%	+$1.2K	0.04%	353
2025 Q3	$213K	Buy	944 +14	+2%	+$3.17K	0.05%	325
2025 Q2	$203K	Buy	+930	New	+$171K	0.04%	316
2024 Q4	–	Sell	-1,085	Closed	-$216K	–	354
2024 Q3	$216K	Sell	1,085 -78	-7%	-$15.8K	0.06%	278
2024 Q2	$226K	Buy	1,163 +43	+4%	+$9.02K	0.06%	259
2024 Q1	$245K	Buy	1,120 +82	+8%	+$16.3K	0.07%	242
2023 Q4	$201K	Buy	+1,038	New	+$175K	0.06%	273

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

Drive Wealth Management's FERG Position: Q2 2026 in Review

Drive Wealth Management increased its Ferguson (FERG) stake by 3.4% in Q2 2026, buying an estimated $7.96K and bringing the position to 993 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #375.

Drive Wealth Management first reported a position in FERG in Q4 2023 and has held it in 9 quarters since. The position peaked at $245K in Q1 2024. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Drive Wealth Management held 993 shares of Ferguson worth $237K as of Q2 2026.
Drive Wealth Management bought 33 Ferguson shares in Q2 2026, an estimated $7.96K.
Ferguson made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #375 holding.
Drive Wealth Management first reported a position in Ferguson in Q4 2023 and has held it in 9 quarters since.
Drive Wealth Management's Ferguson position peaked at $245K in Q1 2024.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.