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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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Inspire Advisors's FERG Position: Q2 2025 in Review

Inspire Advisors sold out of Ferguson (FERG) in Q2 2025, closing a stake of 2,914 shares — an estimated $467K sold.

Inspire Advisors first reported a position in FERG in Q3 2022 and held it in 11 quarters. The position peaked at $689K in Q1 2024. 786 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

  • Inspire Advisors reported no remaining Ferguson position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 2,914 Ferguson shares in Q2 2025, an estimated $467K.
  • Inspire Advisors first reported a position in Ferguson in Q3 2022 and held it in 11 quarters.
  • Inspire Advisors's Ferguson position peaked at $689K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.