Highline Wealth Partners’s Ferguson FERG Stock Holding History

Highline Wealth Partners’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	$16.6K	Sell	70 -11	-14%	-$2.65K	﹤0.01%	435
2026 Q1	$18.9K	Buy	81 +61	+305%	+$14.8K	﹤0.01%	306
2025 Q4	$4.45K	Buy	20 +6	+43%	+$1.43K	﹤0.01%	588
2025 Q3	$3.14K	Hold	14	–	–	﹤0.01%	728
2025 Q2	$3.05K	Buy	14 +6	+75%	+$1.1K	﹤0.01%	555
2025 Q1	$1.28K	Sell	8 -6	-43%	-$1.04K	﹤0.01%	703
2024 Q4	$2.43K	Buy	14 +2	+17%	+$397	﹤0.01%	430
2024 Q3	$2.38K	Sell	12 -1	-8%	-$203	﹤0.01%	438
2024 Q2	$2.52K	Buy	+13	New	+$2.73K	﹤0.01%	368

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

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

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

Highline Wealth Partners's FERG Position: Q2 2026 in Review

Highline Wealth Partners reduced its Ferguson (FERG) stake by 14% in Q2 2026, selling an estimated $2.65K and leaving 70 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Highline Wealth Partners first reported a position in FERG in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.9K in Q1 2026. 124 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Highline Wealth Partners held 70 shares of Ferguson worth $16.6K as of Q2 2026.
Highline Wealth Partners sold 11 Ferguson shares in Q2 2026, an estimated $2.65K.
Ferguson made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #435 holding.
Highline Wealth Partners first reported a position in Ferguson in Q2 2024 and has held it in 9 quarters since.
Highline Wealth Partners's Ferguson position peaked at $18.9K in Q1 2026.
124 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.