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Larry Mathis Financial Planning’s Ferguson FERG Stock Holding History

Larry Mathis Financial Planning’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
-1,202
Closed -$280K – 159
2026
Q1 		$280K Sell
1,202
-22
-2% -$5.35K 0.25% 116
2025
Q4 		$272K Buy
+1,224
New +$292K 0.24% 119

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

Larry Mathis Financial Planning's FERG Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Ferguson (FERG) in Q2 2026, closing a stake of 1,202 shares — an estimated $280K sold.

Larry Mathis Financial Planning first reported a position in FERG in Q4 2025 and held it in 2 quarters. The position peaked at $280K in Q1 2026. 937 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,202 Ferguson shares in Q2 2026, an estimated $280K.
  • Larry Mathis Financial Planning first reported a position in Ferguson in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Ferguson position peaked at $280K in Q1 2026.
  • 937 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.