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GHP Investment Advisors’s Ferguson FERG Stock Holding History

GHP Investment 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 		$9.35M Buy
39,404
+544
+1% +$131K 0.34% 93
2026
Q1 		$9.06M Buy
38,860
+201
+0.5% +$48.9K 0.37% 92
2025
Q4 		$8.61M Sell
38,659
-463
-1% -$111K 0.35% 99
2025
Q3 		$8.79M Sell
39,122
-1,024
-3% -$232K 0.37% 91
2025
Q2 		$8.74M Buy
40,146
+1,084
+3% +$200K 0.39% 88
2025
Q1 		$6.26M Sell
39,062
-1,407
-3% -$244K 0.3% 122
2024
Q4 		$7.02M Buy
40,469
+1,177
+3% +$234K 0.33% 113
2024
Q3 		$7.8M Buy
39,292
+3,259
+9% +$660K 0.36% 106
2024
Q2 		$6.98M Buy
36,033
+2,112
+6% +$443K 0.35% 107
2024
Q1 		$7.41M Buy
33,921
+3,214
+10% +$640K 0.37% 100
2023
Q4 		$5.93M Buy
30,707
+8,395
+38% +$1.42M 0.32% 112
2023
Q3 		$3.74M Buy
22,312
+7,867
+54% +$1.24M 0.23% 151
2023
Q2 		$2.31M Buy
14,445
+12,075
+509% +$1.72M 0.13% 205
2023
Q1 		$317K Buy
+2,370
New +$329K 0.02% 327

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GHP Investment Advisors's FERG Position: Q2 2026 in Review

GHP Investment Advisors increased its Ferguson (FERG) stake by 1.4% in Q2 2026, buying an estimated $131K and bringing the position to 39,404 shares worth $9.35M. The position accounts for 0.34% of the portfolio, ranked #93.

GHP Investment Advisors first reported a position in FERG in Q1 2023 and has held it in 14 quarters since. 302 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • GHP Investment Advisors held 39,404 shares of Ferguson worth $9.35M as of Q2 2026.
  • GHP Investment Advisors bought 544 Ferguson shares in Q2 2026, an estimated $131K.
  • Ferguson made up 0.34% of GHP Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • GHP Investment Advisors first reported a position in Ferguson in Q1 2023 and has held it in 14 quarters since.
  • 302 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.