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FDx Advisors’s Ferguson FERG Stock Holding History

FDx 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 		$678K Buy
2,857
+19
+0.7% +$4.58K 0.2% 78
2026
Q1 		$662K Buy
+2,838
New +$691K 0.21% 79
2025
Q1 		– Sell
-2,513
Closed -$436K – 181
2024
Q4 		$436K Sell
2,513
-982
-28% -$195K 0.13% 102
2024
Q3 		$694K Buy
3,495
+153
+5% +$31K 0.19% 83
2024
Q2 		$647K Sell
3,342
-20
-0.6% -$4.2K 0.18% 83
2024
Q1 		$734K Sell
3,362
-5,142
-60% -$1.02M 0.11% 161
2023
Q4 		$1.64M Buy
8,504
+1,265
+17% +$213K 0.13% 167
2023
Q3 		$1.19M Sell
7,239
-29,712
-80% -$4.69M 0.1% 194
2023
Q2 		$5.81M Buy
36,951
+19,542
+112% +$2.78M 0.32% 82
2023
Q1 		$2.21M Hold
17,409
– – 0.1% 184
2022
Q4 		$2.21M Buy
17,409
+10,055
+137% +$1.17M 0.1% 184
2022
Q3 		$757K Sell
7,354
-1,407
-16% -$164K 0.03% 325
2022
Q2 		$970K Buy
8,761
+1,275
+17% +$154K 0.04% 324
2022
Q1 		$1M Buy
7,486
+3,029
+68% +$467K 0.03% 326
2021
Q4 		$800K Buy
4,457
+466
+12% +$73K 0.02% 408
2021
Q3 		$557K Buy
3,991
+11
+0.3% +$1.57K 0.02% 481
2021
Q2 		$555K Buy
+3,980
New +$529K 0.02% 487

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

FDx Advisors's FERG Position: Q2 2026 in Review

FDx Advisors increased its Ferguson (FERG) stake by 0.67% in Q2 2026, buying an estimated $4.58K and bringing the position to 2,857 shares worth $678K. The position accounts for 0.2% of the portfolio, ranked #78.

FDx Advisors first reported a position in FERG in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.81M in Q2 2023. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • FDx Advisors held 2,857 shares of Ferguson worth $678K as of Q2 2026.
  • FDx Advisors bought 19 Ferguson shares in Q2 2026, an estimated $4.58K.
  • Ferguson made up 0.2% of FDx Advisors's portfolio in Q2 2026, its #78 holding.
  • FDx Advisors first reported a position in Ferguson in Q2 2021 and has held it in 17 quarters since.
  • FDx Advisors's Ferguson position peaked at $5.81M in Q2 2023.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.