FGAM
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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
-9
Closed -$2.16K – 1824
2024
Q1 		$2.16K Sell
9
-3
-25% -$598 ﹤0.01% 1066
2023
Q4 		$2.26K Buy
12
+4
+50% +$675 ﹤0.01% 965
2023
Q3 		$1.39K Buy
+8
New +$1.26K ﹤0.01% 730
2023
Q2 		– Sell
-134
Closed -$41 – 1695
2023
Q1 		$41 Buy
+134
New +$18.6K ﹤0.01% 746
2022
Q4 		– Sell
-103
Closed -$32 – 1470
2022
Q3 		$32 Buy
+103
New +$12K ﹤0.01% 681

Other funds holding FERG

BlackRock
BlackRock New York $5.7T 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