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J.W. Cole Advisors’s Ferguson FERG Stock Holding History

J.W. Cole 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
2026
Q2 		$372K Buy
1,567
+57
+4% +$13.8K 0.01% 1159
2026
Q1 		$352K Buy
1,510
+64
+4% +$15.6K 0.01% 586
2025
Q4 		$221K Sell
1,446
-432
-23% -$103K 0.01% 1253
2025
Q3 		$422K Buy
1,878
+718
+62% +$163K 0.01% 1066
2025
Q2 		$253K Buy
+1,160
New +$214K 0.01% 1231

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

J.W. Cole Advisors's FERG Position: Q2 2026 in Review

J.W. Cole Advisors increased its Ferguson (FERG) stake by 3.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,567 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #1159.

J.W. Cole Advisors first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q3 2025. 313 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • J.W. Cole Advisors held 1,567 shares of Ferguson worth $372K as of Q2 2026.
  • J.W. Cole Advisors bought 57 Ferguson shares in Q2 2026, an estimated $13.8K.
  • Ferguson made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1159 holding.
  • J.W. Cole Advisors first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Ferguson position peaked at $422K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.