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EverSource Wealth Advisors’s Ferguson FERG Stock Holding History

EverSource Wealth Advisors’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 		$604K Sell
2,545
-931
-27% -$225K 0.02% 499
2026
Q1 		$811K Buy
3,476
+632
+22% +$154K 0.02% 445
2025
Q4 		$633K Sell
2,844
-116
-4% -$27.7K 0.02% 459
2025
Q3 		$665K Buy
2,960
+468
+19% +$106K 0.03% 414
2025
Q2 		$543K Buy
2,492
+123
+5% +$22.6K 0.02% 426
2025
Q1 		$380K Buy
2,369
+217
+10% +$37.6K 0.02% 444
2024
Q4 		$374K Buy
2,152
+279
+15% +$55.4K 0.02% 445
2024
Q3 		$372K Sell
1,873
-232
-11% -$47K 0.02% 389
2024
Q2 		$469K Buy
2,105
+209
+11% +$43.8K 0.03% 332
2024
Q1 		$398K Buy
1,896
+662
+54% +$132K 0.03% 318
2023
Q4 		$238K Sell
1,234
-268
-18% -$45.2K 0.02% 392
2023
Q3 		$247K Buy
1,502
+130
+9% +$20.5K 0.03% 355
2023
Q2 		$216K Buy
1,372
+249
+22% +$35.5K 0.02% 381
2023
Q1 		$150K Sell
1,123
-157
-12% -$21.8K 0.02% 435
2022
Q4 		$163K Sell
1,280
-147
-10% -$17.1K 0.02% 382
2022
Q3 		$147K Buy
1,427
+855
+149% +$99.8K 0.03% 349
2022
Q2 		$63K Sell
572
-55
-9% -$6.66K 0.02% 538
2022
Q1 		$84K Buy
627
+479
+324% +$73.9K 0.02% 364
2021
Q4 		$27K Buy
+148
New +$23.2K 0.01% 567

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's FERG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ferguson (FERG) stake by 27% in Q2 2026, selling an estimated $225K and leaving 2,545 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #499.

EverSource Wealth Advisors first reported a position in FERG in Q4 2021 and has held it in 19 quarters since. The position peaked at $811K in Q1 2026. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • EverSource Wealth Advisors held 2,545 shares of Ferguson worth $604K as of Q2 2026.
  • EverSource Wealth Advisors sold 931 Ferguson shares in Q2 2026, an estimated $225K.
  • Ferguson made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #499 holding.
  • EverSource Wealth Advisors first reported a position in Ferguson in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ferguson position peaked at $811K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.