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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
2026
Q2 		$657 Buy
+3
New +$724 ﹤0.01% 493
2025
Q2 		– Sell
-1
Closed -$161 – 432
2025
Q1 		$161 Buy
+1
New +$173 ﹤0.01% 609

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

Halbert Hargrove Global Advisors's FERG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Ferguson (FERG) in Q2 2026: 3 shares worth $657. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in FERG as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in FERG in Q1 2025 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3 shares of Ferguson worth $657 as of Q2 2026.
  • Ferguson was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Ferguson made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #493 holding.
  • Halbert Hargrove Global Advisors first reported a position in Ferguson in Q1 2025 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.