IA
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IFP Advisors’s Ferguson FERG Stock Holding History

IFP 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 		$110K Buy
471
+42
+10% +$10.2K ﹤0.01% 1786
2025
Q4 		$95.5K Buy
429
+229
+115% +$54.7K ﹤0.01% 1822
2025
Q3 		$44.9K Buy
200
+71
+55% +$16.1K ﹤0.01% 2131
2025
Q2 		$35.9K Sell
129
-401
-76% -$73.8K ﹤0.01% 2220
2025
Q1 		$84.9K Sell
530
-23
-4% -$3.99K ﹤0.01% 1618
2024
Q4 		$96K Sell
553
-557
-50% -$111K ﹤0.01% 1484
2024
Q3 		$225K Buy
1,110
+518
+88% +$105K 0.01% 1034
2024
Q2 		$115K Buy
592
+26
+5% +$5.45K ﹤0.01% 1309
2024
Q1 		$124K Buy
566
+19
+3% +$3.79K 0.01% 1198
2023
Q4 		$106K Buy
547
+3
+0.6% +$506 0.01% 1217
2023
Q3 		$89.5K Sell
544
-216
-28% -$34.1K ﹤0.01% 1307
2023
Q2 		$120K Sell
760
-91
-11% -$13K 0.01% 1237
2023
Q1 		$60K Sell
851
-353
-29% -$49.1K ﹤0.01% 1489
2022
Q4 		$88K Buy
1,204
+45
+4% +$5.24K ﹤0.01% 1825
2022
Q3 		$85K Buy
1,159
+133
+13% +$15.5K ﹤0.01% 1976
2022
Q2 		$73K Hold
1,026
– – ﹤0.01% 1898
2022
Q1 		$73K Buy
1,026
+1,024
+51,200% +$158K ﹤0.01% 1898
2021
Q4 		$1K Buy
+2
New +$313 ﹤0.01% 2992

Other funds holding FERG

BlackRock
BlackRock New York $5.7T 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