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Forum Financial Management’s Ferguson FERG Stock Holding History

Forum Financial 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 		– Sell
-1,926
Closed -$429K – 570
2025
Q4 		$429K Hold
1,926
– – 0.01% 556
2025
Q3 		$433K Buy
1,926
+1
+0.1% +$226 0.01% 526
2025
Q2 		$419K Sell
1,925
-16
-0.8% -$2.94K 0.01% 484
2025
Q1 		$311K Buy
1,941
+667
+52% +$116K 0.01% 576
2024
Q4 		$221K Buy
1,274
+35
+3% +$6.95K ﹤0.01% 799
2024
Q3 		$246K Buy
1,239
+3
+0.2% +$608 ﹤0.01% 620
2024
Q2 		$239K Buy
1,236
+2
+0.2% +$419 ﹤0.01% 582
2024
Q1 		$270K Hold
1,234
– – ﹤0.01% 548
2023
Q4 		$238K Buy
+1,234
New +$208K ﹤0.01% 563

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

Forum Financial Management's FERG Position: Q1 2026 in Review

Forum Financial Management sold out of Ferguson (FERG) in Q1 2026, closing a stake of 1,926 shares — an estimated $429K sold.

Forum Financial Management first reported a position in FERG in Q4 2023 and held it in 9 quarters. The position peaked at $433K in Q3 2025. 931 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Forum Financial Management reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,926 Ferguson shares in Q1 2026, an estimated $429K.
  • Forum Financial Management first reported a position in Ferguson in Q4 2023 and held it in 9 quarters.
  • Forum Financial Management's Ferguson position peaked at $433K in Q3 2025.
  • 931 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.