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Mascoma Wealth Management’s Ferguson FERG Stock Holding History

Mascoma Wealth Management’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
Q1 		– Sell
-350
Closed -$60.8K – 513
2024
Q4 		$60.8K Hold
350
– – 0.02% 182
2024
Q3 		$69.5K Sell
350
-10
-3% -$2.03K 0.02% 169
2024
Q2 		$69.7K Buy
+360
New +$75.5K 0.02% 163

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mascoma Wealth Management's FERG Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Ferguson (FERG) in Q1 2025, closing a stake of 350 shares — an estimated $60.8K sold.

Mascoma Wealth Management first reported a position in FERG in Q2 2024 and held it in 3 quarters. The position peaked at $69.7K in Q2 2024. 716 funds tracked by Wall St. Rank hold FERG as of Q1 2025.

  • Mascoma Wealth Management reported no remaining Ferguson position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 350 Ferguson shares in Q1 2025, an estimated $60.8K.
  • Mascoma Wealth Management first reported a position in Ferguson in Q2 2024 and held it in 3 quarters.
  • Mascoma Wealth Management's Ferguson position peaked at $69.7K in Q2 2024.
  • 716 funds tracked by Wall St. Rank held Ferguson as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.