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Marshall & Sterling Wealth Advisors’s Ferguson FERG Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-38
Closed -$8.53K – 449
2025
Q3 		$8.53K Hold
38
– – 0.01% 382
2025
Q2 		$8.28K Buy
+38
New +$7K 0.01% 371

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FERG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Ferguson (FERG) in Q4 2025, closing a stake of 38 shares — an estimated $8.53K sold.

Marshall & Sterling Wealth Advisors first reported a position in FERG in Q2 2025 and held it in 2 quarters. The position peaked at $8.53K in Q3 2025. 908 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 38 Ferguson shares in Q4 2025, an estimated $8.53K.
  • Marshall & Sterling Wealth Advisors first reported a position in Ferguson in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Ferguson position peaked at $8.53K in Q3 2025.
  • 908 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.