Focus Partners Wealth
FERG icon

Focus Partners Wealth’s Ferguson FERG Stock Holding History

Focus Partners Wealth’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 		$1.52M Sell
6,416
-5,808
-48% -$1.4M ﹤0.01% 1461
2026
Q1 		$2.88M Buy
12,224
+4,367
+56% +$1.06M ﹤0.01% 1152
2025
Q4 		$1.75M Buy
7,857
+1,345
+21% +$321K ﹤0.01% 1383
2025
Q3 		$1.45M Buy
6,512
+2,438
+60% +$552K ﹤0.01% 1137
2025
Q2 		$887K Buy
4,074
+934
+30% +$172K ﹤0.01% 1194
2025
Q1 		$503K Buy
3,140
+565
+22% +$98K ﹤0.01% 1345
2024
Q4 		$448K Buy
+2,575
New +$511K ﹤0.01% 1379

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's FERG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Ferguson (FERG) stake by 48% in Q2 2026, selling an estimated $1.4M and leaving 6,416 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Focus Partners Wealth first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q1 2026. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Focus Partners Wealth held 6,416 shares of Ferguson worth $1.52M as of Q2 2026.
  • Focus Partners Wealth sold 5,808 Ferguson shares in Q2 2026, an estimated $1.4M.
  • Ferguson made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1461 holding.
  • Focus Partners Wealth first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Ferguson position peaked at $2.88M in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.