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LNWWM
Laird Norton Wetherby Wealth Management’s
Ferguson
FERG
Stock Holding History
Laird Norton Wetherby Wealth Management’s Portfolio
FERG Stock Details
FERG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$712K
Buy
3,169
+157
+5%
+$35.5K
0.03%
466
2025
Q2
$656K
Buy
+3,012
New
+$554K
0.03%
485
2024
Q4
$512K
Sell
2,952
-263
-8%
-$52.2K
0.02%
520
2024
Q3
$638K
Buy
3,215
+11
+0.3%
+$2.23K
0.03%
484
2024
Q2
$620K
Buy
3,204
+92
+3%
+$19.3K
0.03%
481
2024
Q1
$680K
Sell
3,112
-79
-2%
-$15.7K
0.03%
465
2023
Q4
$616K
Buy
3,191
+5
+0.2%
+$843
0.03%
473
2023
Q3
$524K
Sell
3,186
-25
-0.8%
-$3.95K
0.03%
511
2023
Q2
$505K
Sell
3,211
-341
-10%
-$48.6K
0.03%
533
2023
Q1
$475K
Sell
3,552
-1,965
-36%
-$273K
0.03%
552
2022
Q4
$700K
Sell
5,517
-1,516
-22%
-$177K
0.05%
409
2022
Q3
$724K
Buy
7,033
+746
+12%
+$87K
0.05%
364
2022
Q2
$696K
Buy
6,287
+232
+4%
+$28.1K
0.05%
386
2022
Q1
$812K
Sell
6,055
-124
-2%
-$19.1K
0.05%
364
2021
Q4
$1.11M
Buy
6,179
+3
+0%
+$470
0.06%
296
2021
Q3
$862K
Buy
6,176
+130
+2%
+$18.5K
0.05%
338
2021
Q2
$844K
Sell
6,046
-38
-0.6%
-$5.05K
0.05%
349
2021
Q1
$731K
Buy
+6,084
New
+$742K
0.06%
338
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$14B AUM
21.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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