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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

HFM Investment Advisors's FERG Position: Q1 2026 in Review

HFM Investment Advisors increased its Ferguson (FERG) stake by 25% in Q1 2026, buying an estimated $487 and bringing the position to 10 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

HFM Investment Advisors first reported a position in FERG in Q1 2025 and has held it in 5 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • HFM Investment Advisors held 10 shares of Ferguson worth $2.33K as of Q1 2026.
  • HFM Investment Advisors bought 2 Ferguson shares in Q1 2026, an estimated $487.
  • Ferguson made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #209 holding.
  • HFM Investment Advisors first reported a position in Ferguson in Q1 2025 and has held it in 5 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.