HF Advisory Group’s Ferguson FERG Stock Holding History

HF Advisory Group’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	$1.19M	Buy	5,000 +77	+2%	+$18.6K	0.37%	88
2026 Q1	$1.15M	Buy	+4,923	New	+$1.2M	0.39%	87

Other funds holding FERG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HF Advisory Group's FERG Position: Q2 2026 in Review

HF Advisory Group increased its Ferguson (FERG) stake by 1.6% in Q2 2026, buying an estimated $18.6K and bringing the position to 5,000 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #88.

HF Advisory Group first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

HF Advisory Group held 5,000 shares of Ferguson worth $1.19M as of Q2 2026.
HF Advisory Group bought 77 Ferguson shares in Q2 2026, an estimated $18.6K.
Ferguson made up 0.37% of HF Advisory Group's portfolio in Q2 2026, its #88 holding.
HF Advisory Group first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
104 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.