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Inspire Advisors’s Ferguson FERG Stock Holding History

Inspire 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
2025
Q2 		– Sell
-2,914
Closed -$467K – 521
2025
Q1 		$467K Sell
2,914
-87
-3% -$15.1K 0.05% 275
2024
Q4 		$521K Buy
3,001
+108
+4% +$21.4K 0.06% 236
2024
Q3 		$574K Buy
2,893
+233
+9% +$47.2K 0.07% 213
2024
Q2 		$515K Sell
2,660
-495
-16% -$104K 0.07% 193
2024
Q1 		$689K Buy
3,155
+45
+1% +$8.97K 0.1% 148
2023
Q4 		$601K Buy
3,110
+579
+23% +$97.7K 0.09% 141
2023
Q3 		$416K Sell
2,531
-164
-6% -$25.9K 0.07% 151
2023
Q2 		$424K Buy
2,695
+540
+25% +$76.9K 0.08% 116
2023
Q1 		$288K Buy
2,155
+78
+4% +$10.8K 0.07% 121
2022
Q4 		$264K Sell
2,077
-14
-0.7% -$1.63K 0.07% 117
2022
Q3 		$215K Buy
+2,091
New +$244K 0.06% 111

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return