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HB Wealth Management’s Ferguson FERG Stock Holding History

HB Wealth 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 		$1.12M Sell
4,734
-35
-0.7% -$8.44K 0.01% 695
2026
Q1 		$1.11M Buy
4,769
+664
+16% +$162K 0.01% 620
2025
Q4 		$914K Buy
4,105
+298
+8% +$71.2K 0.01% 662
2025
Q3 		$855K Buy
3,807
+2,760
+264% +$625K 0.01% 659
2025
Q2 		$228K Buy
+1,047
New +$193K ﹤0.01% 1057

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

HB Wealth Management's FERG Position: Q2 2026 in Review

HB Wealth Management reduced its Ferguson (FERG) stake by 0.73% in Q2 2026, selling an estimated $8.44K and leaving 4,734 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #695.

HB Wealth Management first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • HB Wealth Management held 4,734 shares of Ferguson worth $1.12M as of Q2 2026.
  • HB Wealth Management sold 35 Ferguson shares in Q2 2026, an estimated $8.44K.
  • Ferguson made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #695 holding.
  • HB Wealth Management first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.