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Leonard Rickey Investment Advisors’s Ferguson FERG Stock Holding History

Leonard Rickey Investment 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
2026
Q2 		$214K Buy
+903
New +$218K 0.03% 118

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

Leonard Rickey Investment Advisors's FERG Position: Q2 2026 in Review

Leonard Rickey Investment Advisors opened a new position in Ferguson (FERG) in Q2 2026: 903 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings.

941 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Leonard Rickey Investment Advisors held 903 shares of Ferguson worth $214K as of Q2 2026.
  • Ferguson was a new Leonard Rickey Investment Advisors position in Q2 2026.
  • Ferguson made up 0.03% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • 941 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.