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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
Q2 		$116K Buy
490
+19
+4% +$4.58K ﹤0.01% 1867
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IFP Advisors's FERG Position: Q2 2026 in Review

IFP Advisors increased its Ferguson (FERG) stake by 4% in Q2 2026, buying an estimated $4.58K and bringing the position to 490 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

IFP Advisors first reported a position in FERG in Q4 2021 and has held it in 19 quarters since. The position peaked at $225K in Q3 2024. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • IFP Advisors held 490 shares of Ferguson worth $116K as of Q2 2026.
  • IFP Advisors bought 19 Ferguson shares in Q2 2026, an estimated $4.58K.
  • Ferguson made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1867 holding.
  • IFP Advisors first reported a position in Ferguson in Q4 2021 and has held it in 19 quarters since.
  • IFP Advisors's Ferguson position peaked at $225K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.