IAAG
FERG icon

Innovative Asset Advisors Group’s Ferguson FERG Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-26
Closed -$6.07K – 543
2026
Q1 		$6.07K Buy
+26
New +$6.33K ﹤0.01% 740

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
JT
Jupiter Topco New York $245B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Innovative Asset Advisors Group's FERG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Ferguson (FERG) in Q2 2026, closing a stake of 26 shares — an estimated $6.07K sold.

Innovative Asset Advisors Group first reported a position in FERG in Q1 2026 and held it in 1 quarter. The position peaked at $6.07K in Q1 2026. 887 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 26 Ferguson shares in Q2 2026, an estimated $6.07K.
  • Innovative Asset Advisors Group first reported a position in Ferguson in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Ferguson position peaked at $6.07K in Q1 2026.
  • 887 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.