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
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 $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

Envestnet Portfolio Solutions's FERG Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Ferguson (FERG) stake by 0.85% in Q1 2026, selling an estimated $11.7K and leaving 5,572 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #556.

Envestnet Portfolio Solutions first reported a position in FERG in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.64M in Q1 2024. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Envestnet Portfolio Solutions held 5,572 shares of Ferguson worth $1.3M as of Q1 2026.
  • Envestnet Portfolio Solutions sold 48 Ferguson shares in Q1 2026, an estimated $11.7K.
  • Ferguson made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #556 holding.
  • Envestnet Portfolio Solutions first reported a position in Ferguson in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Ferguson position peaked at $3.64M in Q1 2024.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.