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Evolve Private Wealth’s Ferguson FERG Stock Holding History

Evolve Private Wealth’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 		$240K Sell
1,005
-998
-50% -$241K 0.01% 850
2026
Q1 		$467K Sell
2,003
-431
-18% -$105K 0.03% 603
2025
Q4 		$542K Buy
+2,434
New +$581K 0.03% 507

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

Evolve Private Wealth's FERG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Ferguson (FERG) stake by 50% in Q2 2026, selling an estimated $241K and leaving 1,005 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #850.

Evolve Private Wealth first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Evolve Private Wealth held 1,005 shares of Ferguson worth $240K as of Q2 2026.
  • Evolve Private Wealth sold 998 Ferguson shares in Q2 2026, an estimated $241K.
  • Ferguson made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #850 holding.
  • Evolve Private Wealth first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Ferguson position peaked at $542K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.