GRP
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Global Retirement Partners’s Ferguson FERG Stock Holding History

Global Retirement Partners’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 		$317K Buy
+1,334
New +$322K ﹤0.01% 1302
2025
Q4 		$269K Buy
1,210
+759
+168% +$181K ﹤0.01% 1298
2025
Q3 		$101K Buy
451
+35
+8% +$7.92K ﹤0.01% 1504
2025
Q2 		$90.6K Buy
+416
New +$76.6K ﹤0.01% 1489
2024
Q4 		$579K Sell
3,328
-29
-0.9% -$5.76K 0.02% 587
2024
Q3 		$667K Buy
3,357
+125
+4% +$25.3K 0.02% 552
2024
Q2 		$626K Buy
3,232
+1,055
+48% +$221K 0.02% 548
2024
Q1 		$476K Buy
2,177
+1,476
+211% +$294K 0.02% 542
2023
Q4 		$131K Buy
701
+71
+11% +$12K 0.01% 916
2023
Q3 		$102K Buy
630
+5
+0.8% +$789 0.01% 924
2023
Q2 		$98.4K Hold
625
– – ﹤0.01% 958
2023
Q1 		$87.2K Buy
625
+545
+681% +$75.8K ﹤0.01% 984
2022
Q4 		$10.1K Buy
80
+8
+11% +$931 ﹤0.01% 1777
2022
Q3 		$8K Buy
72
+10
+16% +$1.17K ﹤0.01% 1762
2022
Q2 		$7K Hold
62
– – ﹤0.01% 1769
2022
Q1 		$7K Buy
+62
New +$9.56K ﹤0.01% 1765
2021
Q4 		– Sell
-71
Closed -$10K – 738
2021
Q3 		$10K Buy
71
+43
+154% +$6.12K ﹤0.01% 1418
2021
Q2 		$4K Buy
28
+3
+12% +$398 ﹤0.01% 1618
2021
Q1 		$3K Buy
+25
New +$3.05K ﹤0.01% 1580

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

Global Retirement Partners's FERG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Ferguson (FERG) in Q2 2026: 1,334 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FERG as recently as Q4 2025.

Global Retirement Partners first reported a position in FERG in Q1 2021 and has held it in 19 quarters since. The position peaked at $667K in Q3 2024. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Global Retirement Partners held 1,334 shares of Ferguson worth $317K as of Q2 2026.
  • Ferguson was a new Global Retirement Partners position in Q2 2026.
  • Ferguson made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1302 holding.
  • Global Retirement Partners first reported a position in Ferguson in Q1 2021 and has held it in 19 quarters since.
  • Global Retirement Partners's Ferguson position peaked at $667K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.