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Halbert Hargrove Global Advisors’s Ferguson FERG Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-1
Closed -$161 – 432
2025
Q1 		$161 Buy
+1
New +$173 ﹤0.01% 609

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Halbert Hargrove Global Advisors's FERG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Ferguson (FERG) in Q2 2025, closing a stake of 1 share — an estimated $161 sold.

Halbert Hargrove Global Advisors first reported a position in FERG in Q1 2025 and held it in 1 quarter. The position peaked at $161 in Q1 2025. 785 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Ferguson position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Ferguson share in Q2 2025, an estimated $161.
  • Halbert Hargrove Global Advisors first reported a position in Ferguson in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Ferguson position peaked at $161 in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.