Intentional Wealth Strategies’s Ferguson FERG Stock Holding History

Intentional Wealth Strategies’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	-4	Closed	-$933	–	359
2026 Q1	$933	Buy	+4	New	+$973	﹤0.01%	769

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Intentional Wealth Strategies's FERG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Ferguson (FERG) in Q2 2026, closing a stake of 4 shares — an estimated $933 sold.

Intentional Wealth Strategies first reported a position in FERG in Q1 2026 and held it in 1 quarter. The position peaked at $933 in Q1 2026. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Intentional Wealth Strategies reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 4 Ferguson shares in Q2 2026, an estimated $933.
Intentional Wealth Strategies first reported a position in Ferguson in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Ferguson position peaked at $933 in Q1 2026.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.