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Financial Gravity Asset Management’s Ferguson FERG Stock Holding History

Financial Gravity Asset Management’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 		$27.1K Buy
+116
New +$28.2K ﹤0.01% 401
2024
Q2 		– Sell
-4
Closed -$924 – 1551
2024
Q1 		$924 Hold
4
– – ﹤0.01% 751
2023
Q4 		$876 Buy
+4
New +$675 ﹤0.01% 806

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Financial Gravity Asset Management's FERG Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Ferguson (FERG) in Q1 2026: 116 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in FERG as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in FERG in Q4 2023 and has held it in 3 quarters since. 934 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Financial Gravity Asset Management held 116 shares of Ferguson worth $27.1K as of Q1 2026.
  • Ferguson was a new Financial Gravity Asset Management position in Q1 2026.
  • Ferguson made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #401 holding.
  • Financial Gravity Asset Management first reported a position in Ferguson in Q4 2023 and has held it in 3 quarters since.
  • 934 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.