Envestnet Portfolio Solutions
FERG icon

Envestnet Portfolio Solutions’s Ferguson FERG Stock Holding History

Envestnet Portfolio Solutions’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 		$1.45M Buy
6,096
+524
+9% +$126K 0.01% 574
2026
Q1 		$1.3M Sell
5,572
-48
-0.9% -$11.7K 0.01% 556
2025
Q4 		$1.25M Buy
5,620
+1,501
+36% +$359K ﹤0.01% 688
2025
Q3 		$925K Buy
4,119
+1,984
+93% +$449K ﹤0.01% 765
2025
Q2 		$465K Sell
2,135
-4,591
-68% -$845K ﹤0.01% 1124
2025
Q1 		$1.08M Sell
6,726
-7,737
-53% -$1.34M ﹤0.01% 770
2024
Q4 		$2.51M Buy
14,463
+181
+1% +$35.9K 0.01% 588
2024
Q3 		$2.84M Sell
14,282
-833
-6% -$169K 0.01% 559
2024
Q2 		$2.93M Sell
15,115
-1,548
-9% -$325K 0.01% 527
2024
Q1 		$3.64M Buy
16,663
+867
+5% +$173K 0.01% 469
2023
Q4 		$3.05M Buy
15,796
+1,379
+10% +$233K 0.01% 472
2023
Q3 		$2.37M Buy
+14,417
New +$2.28M 0.01% 500

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's FERG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Ferguson (FERG) stake by 9.4% in Q2 2026, buying an estimated $126K and bringing the position to 6,096 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #574.

Envestnet Portfolio Solutions first reported a position in FERG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q1 2024. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,096 shares of Ferguson worth $1.45M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 524 Ferguson shares in Q2 2026, an estimated $126K.
  • Ferguson made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #574 holding.
  • Envestnet Portfolio Solutions first reported a position in Ferguson in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Ferguson position peaked at $3.64M in Q1 2024.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.