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Integrated Wealth Concepts’s Ferguson FERG Stock Holding History

Integrated Wealth Concepts’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 		$851K Buy
3,650
+2,316
+174% +$564K 0.01% 1213
2025
Q4 		$297K Sell
1,334
-1,034
-44% -$247K ﹤0.01% 1330
2025
Q3 		$532K Buy
2,368
+633
+36% +$143K ﹤0.01% 1303
2025
Q2 		$378K Buy
+1,735
New +$319K ﹤0.01% 1427
2025
Q1 		– Sell
-1,214
Closed -$211K – 1776
2024
Q4 		$211K Buy
1,214
+74
+6% +$14.7K ﹤0.01% 1577
2024
Q3 		$226K Sell
1,140
-417
-27% -$84.5K ﹤0.01% 1502
2024
Q2 		$302K Sell
1,557
-18
-1% -$3.77K ﹤0.01% 1317
2024
Q1 		$344K Sell
1,575
-378
-19% -$75.3K 0.01% 1244
2023
Q4 		$377K Sell
1,953
-34
-2% -$5.74K 0.01% 1133
2023
Q3 		$327K Buy
1,987
+31
+2% +$4.89K 0.01% 1185
2023
Q2 		$308K Buy
+1,956
New +$279K 0.01% 1206

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

Integrated Wealth Concepts's FERG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Ferguson (FERG) stake by 174% in Q1 2026, buying an estimated $564K and bringing the position to 3,650 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #1213.

Integrated Wealth Concepts first reported a position in FERG in Q2 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Integrated Wealth Concepts held 3,650 shares of Ferguson worth $851K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,316 Ferguson shares in Q1 2026, an estimated $564K.
  • Ferguson made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1213 holding.
  • Integrated Wealth Concepts first reported a position in Ferguson in Q2 2023 and has held it in 11 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.