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Financial Consulate’s Ferguson FERG Stock Holding History

Financial Consulate’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 		$934 Buy
4
+1
+33% +$243 ﹤0.01% 1124
2025
Q4 		$668 Hold
3
– – ﹤0.01% 1092
2025
Q3 		$674 Buy
+3
New +$679 ﹤0.01% 927

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

Financial Consulate's FERG Position: Q1 2026 in Review

Financial Consulate increased its Ferguson (FERG) stake by 33% in Q1 2026, buying an estimated $243 and bringing the position to 4 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Financial Consulate first reported a position in FERG in Q3 2025 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Financial Consulate held 4 shares of Ferguson worth $934 as of Q1 2026.
  • Financial Consulate bought 1 Ferguson share in Q1 2026, an estimated $243.
  • Ferguson made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1124 holding.
  • Financial Consulate first reported a position in Ferguson in Q3 2025 and has held it in 3 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.