L.J. Altfest & Co’s Ferguson FERG Stock Holding History

L.J. Altfest & Co’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 Q3	–	Sell	-1,997	Closed	-$435K	–	349
2025 Q2	$435K	Buy	+1,997	New	+$368K	0.05%	237

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

L.J. Altfest & Co's FERG Position: Q3 2025 in Review

L.J. Altfest & Co sold out of Ferguson (FERG) in Q3 2025, closing a stake of 1,997 shares — an estimated $435K sold.

L.J. Altfest & Co first reported a position in FERG in Q2 2025 and held it in 1 quarter. The position peaked at $435K in Q2 2025. 884 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

L.J. Altfest & Co reported no remaining Ferguson position as of Q3 2025 after selling out during the quarter.
L.J. Altfest & Co sold 1,997 Ferguson shares in Q3 2025, an estimated $435K.
L.J. Altfest & Co first reported a position in Ferguson in Q2 2025 and held it in 1 quarter.
L.J. Altfest & Co's Ferguson position peaked at $435K in Q2 2025.
884 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.