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LRI Investments’s Ferguson FERG Stock Holding History

LRI Investments’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 		$87.9K Buy
370
+49
+15% +$11.8K 0.01% 464
2026
Q1 		$74.8K Buy
321
+54
+20% +$13.1K 0.01% 458
2025
Q4 		$59.4K Hold
267
– – ﹤0.01% 512
2025
Q3 		$59.9K Sell
267
-143
-35% -$32.4K ﹤0.01% 518
2025
Q2 		$89.3K Buy
410
+122
+42% +$22.5K 0.01% 450
2025
Q1 		$46.1K Buy
+288
New +$49.9K ﹤0.01% 545
2024
Q4 		– Sell
-25
Closed -$5.08K – 1163
2024
Q3 		$5.08K Hold
25
– – ﹤0.01% 934
2024
Q2 		$4.84K Hold
25
– – ﹤0.01% 900
2024
Q1 		$5.46K Buy
+25
New +$4.98K ﹤0.01% 609

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

LRI Investments's FERG Position: Q2 2026 in Review

LRI Investments increased its Ferguson (FERG) stake by 15% in Q2 2026, buying an estimated $11.8K and bringing the position to 370 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #464.

LRI Investments first reported a position in FERG in Q1 2024 and has held it in 9 quarters since. The position peaked at $89.3K in Q2 2025. 472 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • LRI Investments held 370 shares of Ferguson worth $87.9K as of Q2 2026.
  • LRI Investments bought 49 Ferguson shares in Q2 2026, an estimated $11.8K.
  • Ferguson made up 0.01% of LRI Investments's portfolio in Q2 2026, its #464 holding.
  • LRI Investments first reported a position in Ferguson in Q1 2024 and has held it in 9 quarters since.
  • LRI Investments's Ferguson position peaked at $89.3K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.