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Legacy Wealth Asset Management’s Ferguson FERG Stock Holding History

Legacy Wealth Asset Management’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 		$687K Sell
2,893
-8
-0.3% -$1.93K 0.15% 208
2026
Q1 		$677K Buy
+2,901
New +$706K 0.16% 209
2025
Q2 		– Sell
-4,015
Closed -$643K – 353
2025
Q1 		$643K Buy
4,015
+20
+0.5% +$3.47K 0.18% 187
2024
Q4 		$693K Sell
3,995
-4
-0.1% -$794 0.19% 164
2024
Q3 		$794K Sell
3,999
-7
-0.2% -$1.42K 0.21% 130
2024
Q2 		$776K Buy
4,006
+521
+15% +$109K 0.22% 122
2024
Q1 		$761K Sell
3,485
-92
-3% -$18.3K 0.21% 136
2023
Q4 		$691K Sell
3,577
-3
-0.1% -$506 0.23% 143
2023
Q3 		$589K Sell
3,580
-908
-20% -$143K 0.22% 160
2023
Q2 		$706K Buy
4,488
+35
+0.8% +$4.99K 0.25% 127
2023
Q1 		$596K Buy
4,453
+33
+0.7% +$4.59K 0.21% 158
2022
Q4 		$561K Buy
4,420
+822
+23% +$95.7K 0.21% 160
2022
Q3 		$370K Sell
3,598
-1,571
-30% -$183K 0.16% 227
2022
Q2 		$572K Buy
5,169
+176
+4% +$21.3K 0.23% 156
2022
Q1 		$670K Buy
+4,993
New +$770K 0.24% 158

Other funds holding FERG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM