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Lloyd Advisory Services’s Ferguson FERG Stock Holding History

Lloyd Advisory Services’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 		$2.61K Buy
+11
New +$2.65K ﹤0.01% 483
2026
Q1 		– Sell
-21
Closed -$4.67K – 910
2025
Q4 		$4.67K Buy
+21
New +$5.02K ﹤0.01% 419

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Vanguard Capital Management
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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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's FERG Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Ferguson (FERG) in Q2 2026: 11 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FERG as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FERG in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.67K in Q4 2025. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Lloyd Advisory Services held 11 shares of Ferguson worth $2.61K as of Q2 2026.
  • Ferguson was a new Lloyd Advisory Services position in Q2 2026.
  • Ferguson made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #483 holding.
  • Lloyd Advisory Services first reported a position in Ferguson in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Ferguson position peaked at $4.67K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.