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Independent Advisor Alliance’s Ferguson FERG Stock Holding History

Independent Advisor Alliance’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 		$271K Sell
1,141
-27
-2% -$6.51K 0.01% 860
2026
Q1 		$272K Buy
1,168
+15
+1% +$3.65K ﹤0.01% 1370
2025
Q4 		$257K Buy
1,153
+36
+3% +$8.6K 0.01% 844
2025
Q3 		$251K Buy
1,117
+123
+12% +$27.9K 0.01% 814
2025
Q2 		$216K Buy
+994
New +$183K 0.01% 822

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's FERG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Ferguson (FERG) stake by 2.3% in Q2 2026, selling an estimated $6.51K and leaving 1,141 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #860.

Independent Advisor Alliance first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $272K in Q1 2026. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Independent Advisor Alliance held 1,141 shares of Ferguson worth $271K as of Q2 2026.
  • Independent Advisor Alliance sold 27 Ferguson shares in Q2 2026, an estimated $6.51K.
  • Ferguson made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #860 holding.
  • Independent Advisor Alliance first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Ferguson position peaked at $272K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.