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Elevation Wealth Partners’s Ferguson FERG Stock Holding History

Elevation 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
Q1 		– Sell
-1
Closed -$223 – 1100
2025
Q4 		$223 Sell
1
-8
-89% -$1.91K ﹤0.01% 938
2025
Q3 		$2.02K Buy
+9
New +$2.04K ﹤0.01% 646
2024
Q3 		– Sell
-10
Closed -$1.94K – 504
2024
Q2 		$1.94K Buy
+10
New +$2.1K ﹤0.01% 450

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Elevation Wealth Partners's FERG Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Ferguson (FERG) in Q1 2026, closing a stake of 1 share — an estimated $223 sold.

Elevation Wealth Partners first reported a position in FERG in Q2 2024 and held it in 3 quarters. The position peaked at $2.02K in Q3 2025. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Elevation Wealth Partners reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 1 Ferguson share in Q1 2026, an estimated $223.
  • Elevation Wealth Partners first reported a position in Ferguson in Q2 2024 and held it in 3 quarters.
  • Elevation Wealth Partners's Ferguson position peaked at $2.02K in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.