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GeoWealth Management’s Ferguson FERG Stock Holding History

GeoWealth 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
Q2 		$633K Buy
2,667
+129
+5% +$31.1K 0.02% 439
2026
Q1 		$592K Buy
+2,538
New +$618K 0.02% 437
2025
Q3 		– Sell
-309
Closed -$67.3K – 917
2025
Q2 		$67.3K Buy
+309
New +$56.9K ﹤0.01% 894
2025
Q1 		– Sell
-324
Closed -$56.2K – 1303
2024
Q4 		$56.2K Buy
324
+2
+0.6% +$397 ﹤0.01% 1132
2024
Q3 		$63.9K Buy
+322
New +$65.2K ﹤0.01% 1007
2024
Q2 		– Sell
-1,046
Closed -$228K – 881
2024
Q1 		$228K Buy
+1,046
New +$208K 0.01% 641

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

GeoWealth Management's FERG Position: Q2 2026 in Review

GeoWealth Management increased its Ferguson (FERG) stake by 5.1% in Q2 2026, buying an estimated $31.1K and bringing the position to 2,667 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #439.

GeoWealth Management first reported a position in FERG in Q1 2024 and has held it in 6 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • GeoWealth Management held 2,667 shares of Ferguson worth $633K as of Q2 2026.
  • GeoWealth Management bought 129 Ferguson shares in Q2 2026, an estimated $31.1K.
  • Ferguson made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #439 holding.
  • GeoWealth Management first reported a position in Ferguson in Q1 2024 and has held it in 6 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.