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Livelsberger Financial Advisory’s Ferguson FERG Stock Holding History

Livelsberger Financial Advisory’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
2025
Q3 		– Sell
-46
Closed -$9.95K – 38
2025
Q2 		$9.95K Buy
+46
New +$8.47K 0.19% 48
2024
Q1 		– Sell
-46
Closed -$8.82K – 78
2023
Q4 		$8.82K Buy
+46
New +$7.76K 0.01% 308

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Livelsberger Financial Advisory's FERG Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Ferguson (FERG) in Q3 2025, closing a stake of 46 shares — an estimated $9.95K sold.

Livelsberger Financial Advisory first reported a position in FERG in Q4 2023 and held it in 2 quarters. The position peaked at $9.95K in Q2 2025. 886 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Ferguson position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 46 Ferguson shares in Q3 2025, an estimated $9.95K.
  • Livelsberger Financial Advisory first reported a position in Ferguson in Q4 2023 and held it in 2 quarters.
  • Livelsberger Financial Advisory's Ferguson position peaked at $9.95K in Q2 2025.
  • 886 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.