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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

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

Legacy Wealth Asset Management's FERG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Ferguson (FERG) stake by 0.28% in Q2 2026, selling an estimated $1.93K and leaving 2,893 shares worth $687K. The position accounts for 0.15% of the portfolio, ranked #208.

Legacy Wealth Asset Management first reported a position in FERG in Q1 2022 and has held it in 15 quarters since. The position peaked at $794K in Q3 2024. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Legacy Wealth Asset Management held 2,893 shares of Ferguson worth $687K as of Q2 2026.
  • Legacy Wealth Asset Management sold 8 Ferguson shares in Q2 2026, an estimated $1.93K.
  • Ferguson made up 0.15% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #208 holding.
  • Legacy Wealth Asset Management first reported a position in Ferguson in Q1 2022 and has held it in 15 quarters since.
  • Legacy Wealth Asset Management's Ferguson position peaked at $794K in Q3 2024.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.