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High Note Wealth’s Ferguson FERG Stock Holding History

High Note Wealth’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 		$3.5K Buy
15
+6
+67% +$1.46K ﹤0.01% 665
2025
Q4 		$2K Buy
9
+7
+350% +$1.67K ﹤0.01% 761
2025
Q3 		$449 Buy
+2
New +$453 ﹤0.01% 762

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

High Note Wealth's FERG Position: Q1 2026 in Review

High Note Wealth increased its Ferguson (FERG) stake by 67% in Q1 2026, buying an estimated $1.46K and bringing the position to 15 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

High Note Wealth first reported a position in FERG in Q3 2025 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • High Note Wealth held 15 shares of Ferguson worth $3.5K as of Q1 2026.
  • High Note Wealth bought 6 Ferguson shares in Q1 2026, an estimated $1.46K.
  • Ferguson made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #665 holding.
  • High Note Wealth first reported a position in Ferguson in Q3 2025 and has held it in 3 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.