LPL Financial
FERG icon

LPL Financial’s Ferguson FERG Stock Holding History

LPL Financial’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 		$28.8M Buy
121,505
+17,296
+17% +$4.17M 0.01% 1334
2026
Q1 		$24.3M Buy
104,209
+27,767
+36% +$6.76M 0.01% 1333
2025
Q4 		$17M Sell
76,442
-1,623
-2% -$388K ﹤0.01% 1512
2025
Q3 		$17.5M Buy
78,065
+10,335
+15% +$2.34M 0.01% 1449
2025
Q2 		$14.7M Buy
67,730
+10,105
+18% +$1.86M ﹤0.01% 1445
2025
Q1 		$9.23M Buy
57,625
+6,846
+13% +$1.19M ﹤0.01% 1671
2024
Q4 		$8.81M Buy
50,779
+387
+0.8% +$76.9K ﹤0.01% 1633
2024
Q3 		$10M Sell
50,392
-2,000
-4% -$405K ﹤0.01% 1465
2024
Q2 		$10.1M Buy
52,392
+5,702
+12% +$1.2M 0.01% 1369
2024
Q1 		$10.2M Buy
46,690
+18,184
+64% +$3.62M 0.01% 1313
2023
Q4 		$5.5M Buy
28,506
+350
+1% +$59K ﹤0.01% 1628
2023
Q3 		$4.63M Buy
28,156
+3,616
+15% +$571K ﹤0.01% 1639
2023
Q2 		$3.86M Buy
24,540
+3,581
+17% +$510K ﹤0.01% 1740
2023
Q1 		$2.8M Buy
20,959
+4,443
+27% +$618K ﹤0.01% 1887
2022
Q4 		$2.1M Buy
16,516
+7,872
+91% +$917K ﹤0.01% 2040
2022
Q3 		$890K Sell
8,644
-493
-5% -$57.5K ﹤0.01% 2642
2022
Q2 		$1.01M Sell
9,137
-3,255
-26% -$394K ﹤0.01% 2573
2022
Q1 		$1.66M Sell
12,392
-184
-1% -$28.4K ﹤0.01% 2204
2021
Q4 		$2.26M Buy
12,576
+1,463
+13% +$229K ﹤0.01% 1995
2021
Q3 		$1.55M Buy
11,113
+140
+1% +$19.9K ﹤0.01% 2254
2021
Q2 		$1.53M Buy
10,973
+497
+5% +$66K ﹤0.01% 2194
2021
Q1 		$1.26M Buy
+10,476
New +$1.28M ﹤0.01% 2198

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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 22.96% 1-Year Est. Return

LPL Financial's FERG Position: Q2 2026 in Review

LPL Financial increased its Ferguson (FERG) stake by 17% in Q2 2026, buying an estimated $4.17M and bringing the position to 121,505 shares worth $28.8M. The position accounts for 0.01% of the portfolio, ranked #1334.

LPL Financial first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. 475 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • LPL Financial held 121,505 shares of Ferguson worth $28.8M as of Q2 2026.
  • LPL Financial bought 17,296 Ferguson shares in Q2 2026, an estimated $4.17M.
  • Ferguson made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1334 holding.
  • LPL Financial first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • 475 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.