FFO
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Fiduciary Family Office’s Ferguson FERG Stock Holding History

Fiduciary Family Office’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 		$272K Sell
1,147
-923
-45% -$223K 0.07% 153
2026
Q1 		$483K Sell
2,070
-1,393
-40% -$339K 0.14% 104
2025
Q4 		$771K Sell
3,463
-331
-9% -$79.1K 0.22% 80
2025
Q3 		$852K Buy
+3,794
New +$859K 0.24% 87
2024
Q1 		– Sell
-1,336
Closed -$258K – 223
2023
Q4 		$258K Buy
+1,336
New +$225K 0.11% 182

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

Fiduciary Family Office's FERG Position: Q2 2026 in Review

Fiduciary Family Office reduced its Ferguson (FERG) stake by 45% in Q2 2026, selling an estimated $223K and leaving 1,147 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #153.

Fiduciary Family Office first reported a position in FERG in Q4 2023 and has held it in 5 quarters since. The position peaked at $852K in Q3 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Fiduciary Family Office held 1,147 shares of Ferguson worth $272K as of Q2 2026.
  • Fiduciary Family Office sold 923 Ferguson shares in Q2 2026, an estimated $223K.
  • Ferguson made up 0.07% of Fiduciary Family Office's portfolio in Q2 2026, its #153 holding.
  • Fiduciary Family Office first reported a position in Ferguson in Q4 2023 and has held it in 5 quarters since.
  • Fiduciary Family Office's Ferguson position peaked at $852K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.