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
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 $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

Focus Partners Wealth's FERG Position: Q1 2026 in Review

Focus Partners Wealth increased its Ferguson (FERG) stake by 56% in Q1 2026, buying an estimated $1.06M and bringing the position to 12,224 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Focus Partners Wealth first reported a position in FERG in Q4 2024 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Focus Partners Wealth held 12,224 shares of Ferguson worth $2.88M as of Q1 2026.
  • Focus Partners Wealth bought 4,367 Ferguson shares in Q1 2026, an estimated $1.06M.
  • Ferguson made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1152 holding.
  • Focus Partners Wealth first reported a position in Ferguson in Q4 2024 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.