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Loring Wolcott & Coolidge Fiduciary Advisors’s Ferguson FERG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$4.27K Hold
18
– – ﹤0.01% 546
2026
Q1 		$4.62K Buy
+18
New +$4.38K ﹤0.01% 543
2021
Q3 		– Sell
-31
Closed -$4K – 814
2021
Q2 		$4K Buy
+31
New +$4.12K ﹤0.01% 762

Other funds holding FERG

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FERG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Ferguson (FERG) position steady in Q2 2026 at 18 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FERG in Q2 2021 and has held it in 3 quarters since. The position peaked at $4.62K in Q1 2026. 635 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 18 shares of Ferguson worth $4.27K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #546 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ferguson in Q2 2021 and has held it in 3 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Ferguson position peaked at $4.62K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.