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IMA Advisory Services’s Ferguson FERG Stock Holding History

IMA Advisory Services’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 		$234 Hold
1
– – ﹤0.01% 949
2025
Q4 		$222 Hold
1
– – ﹤0.01% 937
2025
Q3 		$225 Hold
1
– – ﹤0.01% 484
2025
Q2 		$219 Buy
+1
New +$184 ﹤0.01% 472

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

IMA Advisory Services's FERG Position: Q1 2026 in Review

IMA Advisory Services held its Ferguson (FERG) position steady in Q1 2026 at 1 share worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #949.

IMA Advisory Services first reported a position in FERG in Q2 2025 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • IMA Advisory Services held 1 share of Ferguson worth $234 as of Q1 2026.
  • IMA Advisory Services left its Ferguson share count unchanged in Q1 2026.
  • Ferguson made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #949 holding.
  • IMA Advisory Services first reported a position in Ferguson in Q2 2025 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.