Highline Wealth Partners
FERG icon

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
Q3 		$21.8K Buy
98
+28
+40% +$6.48K ﹤0.01% 425
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Highline Wealth Partners's FERG Position: Q3 2026 in Review

Highline Wealth Partners increased its Ferguson (FERG) stake by 40% in Q3 2026, buying an estimated $6.48K and bringing the position to 98 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Highline Wealth Partners first reported a position in FERG in Q2 2024 and has held it in 10 quarters since. 791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Highline Wealth Partners held 98 shares of Ferguson worth $21.8K as of Q3 2026.
  • Highline Wealth Partners bought 28 Ferguson shares in Q3 2026, an estimated $6.48K.
  • Ferguson made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #425 holding.
  • Highline Wealth Partners first reported a position in Ferguson in Q2 2024 and has held it in 10 quarters since.
  • 791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.