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Investors Portfolio Services’s Ferguson FERG Stock Holding History

Investors Portfolio Services’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 		$712 Sell
3
-4
-57% -$965 ﹤0.01% 448
2026
Q1 		$1.64K Sell
7
-5
-42% -$1.22K ﹤0.01% 277
2025
Q4 		$2.69K Buy
+12
New +$2.87K ﹤0.01% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Investors Portfolio Services's FERG Position: Q2 2026 in Review

Investors Portfolio Services reduced its Ferguson (FERG) stake by 57% in Q2 2026, selling an estimated $965 and leaving 3 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Investors Portfolio Services first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69K in Q4 2025. 941 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Investors Portfolio Services held 3 shares of Ferguson worth $712 as of Q2 2026.
  • Investors Portfolio Services sold 4 Ferguson shares in Q2 2026, an estimated $965.
  • Ferguson made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #448 holding.
  • Investors Portfolio Services first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Ferguson position peaked at $2.69K in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.