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HFM Investment Advisors’s Ferguson FERG Stock Holding History

HFM Investment 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 		$3.32K Buy
14
+4
+40% +$965 ﹤0.01% 278
2026
Q1 		$2.33K Buy
10
+2
+25% +$487 ﹤0.01% 209
2025
Q4 		$1.78K Hold
8
– – ﹤0.01% 309
2025
Q3 		$1.8K Buy
8
+2
+33% +$453 ﹤0.01% 207
2025
Q2 		$1.31K Buy
6
+3
+100% +$552 ﹤0.01% 277
2025
Q1 		$481 Buy
+3
New +$520 ﹤0.01% 298

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's FERG Position: Q2 2026 in Review

HFM Investment Advisors increased its Ferguson (FERG) stake by 40% in Q2 2026, buying an estimated $965 and bringing the position to 14 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

HFM Investment Advisors first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • HFM Investment Advisors held 14 shares of Ferguson worth $3.32K as of Q2 2026.
  • HFM Investment Advisors bought 4 Ferguson shares in Q2 2026, an estimated $965.
  • Ferguson made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • HFM Investment Advisors first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.