Lido Advisors
FERG icon

Lido Advisors’s Ferguson FERG Stock Holding History

Lido 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 		$288K Buy
+1,208
New +$291K ﹤0.01% 1767
2026
Q1 		– Sell
-1,079
Closed -$243K – 2010
2025
Q4 		$243K Buy
1,079
+26
+2% +$6.21K ﹤0.01% 1681
2025
Q3 		$237K Buy
+1,053
New +$238K ﹤0.01% 1607

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

Lido Advisors's FERG Position: Q2 2026 in Review

Lido Advisors opened a new position in Ferguson (FERG) in Q2 2026: 1,208 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings. This is a return to the name: Lido Advisors previously reported a position in FERG as recently as Q4 2025.

Lido Advisors first reported a position in FERG in Q3 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Lido Advisors held 1,208 shares of Ferguson worth $288K as of Q2 2026.
  • Ferguson was a new Lido Advisors position in Q2 2026.
  • Ferguson made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1767 holding.
  • Lido Advisors first reported a position in Ferguson in Q3 2025 and has held it in 3 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.