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Gallagher Fiduciary Advisors’s Ferguson FERG Stock Holding History

Gallagher Fiduciary 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 		$417K Sell
1,757
-24
-1% -$5.79K 0.01% 235
2026
Q1 		$415K Buy
1,781
+22
+1% +$5.35K 0.02% 195
2025
Q4 		$392K Buy
1,759
+112
+7% +$26.8K 0.01% 233
2025
Q3 		$370K Buy
1,647
+43
+3% +$9.74K 0.01% 223
2025
Q2 		$349K Buy
1,604
+130
+9% +$23.9K 0.01% 231
2025
Q1 		$236K Buy
1,474
+208
+16% +$36.1K 0.01% 271
2024
Q4 		$220K Buy
1,266
+54
+4% +$10.7K 0.04% 269
2024
Q3 		$241K Buy
+1,212
New +$246K 0.05% 227

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

Gallagher Fiduciary Advisors's FERG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Ferguson (FERG) stake by 1.3% in Q2 2026, selling an estimated $5.79K and leaving 1,757 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #235.

Gallagher Fiduciary Advisors first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Gallagher Fiduciary Advisors held 1,757 shares of Ferguson worth $417K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 24 Ferguson shares in Q2 2026, an estimated $5.79K.
  • Ferguson made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #235 holding.
  • Gallagher Fiduciary Advisors first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.