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Lee Financial’s Ferguson FERG Stock Holding History

Lee Financial’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 		$1.5M Sell
6,336
-22
-0.3% -$5.31K 0.19% 53
2026
Q1 		$1.48M Sell
6,358
-30
-0.5% -$7.3K 0.21% 50
2025
Q4 		$1.42M Sell
6,388
-792
-11% -$189K 0.19% 58
2025
Q3 		$1.61M Sell
7,180
-81
-1% -$18.3K 0.2% 56
2025
Q2 		$1.58M Buy
7,261
+705
+11% +$130K 0.23% 50
2025
Q1 		$1.05M Buy
6,556
+185
+3% +$32.1K 0.16% 68
2024
Q4 		$1.11M Sell
6,371
-104
-2% -$20.7K 0.16% 73
2024
Q3 		$1.29M Buy
6,475
+607
+10% +$123K 0.18% 64
2024
Q2 		$1.14M Sell
5,868
-369
-6% -$77.4K 0.19% 61
2024
Q1 		$1.36M Sell
6,237
-62
-1% -$12.4K 0.23% 52
2023
Q4 		$1.22M Buy
6,299
+1,323
+27% +$223K 0.21% 56
2023
Q3 		$818K Buy
4,976
+219
+5% +$34.6K 0.15% 63
2023
Q2 		$749K Buy
+4,757
New +$678K 0.13% 69
2023
Q1 		– Sell
-50
Closed -$6.35K – 856
2022
Q4 		$6.35K Hold
50
– – ﹤0.01% 515
2022
Q3 		$5K Buy
+50
New +$5.83K ﹤0.01% 537

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

Lee Financial's FERG Position: Q2 2026 in Review

Lee Financial reduced its Ferguson (FERG) stake by 0.35% in Q2 2026, selling an estimated $5.31K and leaving 6,336 shares worth $1.5M. The position accounts for 0.19% of the portfolio, ranked #53.

Lee Financial first reported a position in FERG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q3 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Lee Financial held 6,336 shares of Ferguson worth $1.5M as of Q2 2026.
  • Lee Financial sold 22 Ferguson shares in Q2 2026, an estimated $5.31K.
  • Ferguson made up 0.19% of Lee Financial's portfolio in Q2 2026, its #53 holding.
  • Lee Financial first reported a position in Ferguson in Q3 2022 and has held it in 15 quarters since.
  • Lee Financial's Ferguson position peaked at $1.61M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.