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Frank Rimerman Advisors’s Ferguson FERG Stock Holding History

Frank Rimerman Advisors’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 		$331K Buy
1,396
+47
+3% +$11.3K 0.02% 505
2026
Q1 		$315K Sell
1,349
-8
-0.6% -$1.95K 0.02% 486
2025
Q4 		$302K Buy
+1,357
New +$324K 0.02% 505
2024
Q4 		– Sell
-3,307
Closed -$657K – 532
2024
Q3 		$657K Buy
3,307
+57
+2% +$11.5K 0.05% 282
2024
Q2 		$629K Buy
+3,250
New +$682K 0.04% 294

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 $3.37T AUM 44.26% 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

Frank Rimerman Advisors's FERG Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Ferguson (FERG) stake by 3.5% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,396 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #505.

Frank Rimerman Advisors first reported a position in FERG in Q2 2024 and has held it in 5 quarters since. The position peaked at $657K in Q3 2024. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Frank Rimerman Advisors held 1,396 shares of Ferguson worth $331K as of Q2 2026.
  • Frank Rimerman Advisors bought 47 Ferguson shares in Q2 2026, an estimated $11.3K.
  • Ferguson made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #505 holding.
  • Frank Rimerman Advisors first reported a position in Ferguson in Q2 2024 and has held it in 5 quarters since.
  • Frank Rimerman Advisors's Ferguson position peaked at $657K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.