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LGT Financial Advisors’s Ferguson FERG Stock Holding History

LGT Financial 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 		$6.09K Hold
26
– – 0.03% 170
2026
Q1 		$5.97K Buy
26
+1
+4% +$243 0.03% 189
2025
Q4 		$5.68K Hold
25
– – 0.03% 201
2025
Q3 		$5.71K Sell
25
-1
-4% -$226 0.01% 295
2025
Q2 		$5.73K Buy
26
+1
+4% +$184 0.01% 279
2025
Q1 		$4.04K Sell
25
-173
-87% -$30K 0.01% 243
2024
Q4 		$34.4K Buy
198
+102
+106% +$20.3K 0.08% 208
2024
Q3 		$19.1K Sell
96
-94
-49% -$19K 0.05% 293
2024
Q2 		$36.8K Sell
190
-287
-60% -$60.2K 0.08% 192
2024
Q1 		$104K Sell
477
-14
-3% -$2.79K 0.12% 170
2023
Q4 		$94.8K Buy
+491
New +$82.8K 0.12% 166

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

LGT Financial Advisors's FERG Position: Q2 2026 in Review

LGT Financial Advisors held its Ferguson (FERG) position steady in Q2 2026 at 26 shares worth $6.09K. The position accounts for 0.03% of the portfolio, ranked #170.

LGT Financial Advisors first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. The position peaked at $104K in Q1 2024. 348 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • LGT Financial Advisors held 26 shares of Ferguson worth $6.09K as of Q2 2026.
  • LGT Financial Advisors left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.03% of LGT Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • LGT Financial Advisors first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • LGT Financial Advisors's Ferguson position peaked at $104K in Q1 2024.
  • 348 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.