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Legacy Advisors’s Ferguson FERG Stock Holding History

Legacy 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
2025
Q1 		$256K Buy
1,600
+21
+1% +$3.64K 0.03% 362
2024
Q4 		$274K Sell
1,579
-102
-6% -$20.3K 0.03% 328
2024
Q3 		$334K Buy
1,681
+70
+4% +$14.2K 0.04% 285
2024
Q2 		$312K Hold
1,611
– – 0.04% 250
2024
Q1 		$352K Sell
1,611
-116
-7% -$23.1K 0.04% 236
2023
Q4 		$333K Buy
1,727
+25
+1% +$4.22K 0.04% 227
2023
Q3 		$282K Hold
1,702
– – 0.05% 241
2023
Q2 		$269K Hold
1,702
– – 0.04% 233
2023
Q1 		$224K Buy
+1,702
New +$237K 0.04% 224

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legacy Advisors's FERG Position: Q1 2025 in Review

Legacy Advisors increased its Ferguson (FERG) stake by 1.3% in Q1 2025, buying an estimated $3.64K and bringing the position to 1,600 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #362.

Legacy Advisors first reported a position in FERG in Q1 2023 and has held it in 9 quarters since. The position peaked at $352K in Q1 2024. 716 funds tracked by Wall St. Rank hold FERG as of Q1 2025.

  • Legacy Advisors held 1,600 shares of Ferguson worth $256K as of Q1 2025.
  • Legacy Advisors bought 21 Ferguson shares in Q1 2025, an estimated $3.64K.
  • Ferguson made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #362 holding.
  • Legacy Advisors first reported a position in Ferguson in Q1 2023 and has held it in 9 quarters since.
  • Legacy Advisors's Ferguson position peaked at $352K in Q1 2024.
  • 716 funds tracked by Wall St. Rank held Ferguson as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.