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McGlone Suttner Wealth Management’s Ferguson FERG Stock Holding History

McGlone Suttner 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
2026
Q2 		$226K Hold
951
– – 0.03% 188
2026
Q1 		$222K Buy
951
+52
+6% +$12.7K 0.03% 180
2025
Q4 		$200K Sell
899
-1,264
-58% -$302K 0.03% 190
2025
Q3 		$486K Buy
+2,163
New +$490K 0.07% 121
2024
Q1 		– Sell
-150
Closed -$29K – 396
2023
Q4 		$29K Buy
+150
New +$25.3K 0.01% 365

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

McGlone Suttner Wealth Management's FERG Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its Ferguson (FERG) position steady in Q2 2026 at 951 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #188.

McGlone Suttner Wealth Management first reported a position in FERG in Q4 2023 and has held it in 5 quarters since. The position peaked at $486K in Q3 2025. 322 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • McGlone Suttner Wealth Management held 951 shares of Ferguson worth $226K as of Q2 2026.
  • McGlone Suttner Wealth Management left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #188 holding.
  • McGlone Suttner Wealth Management first reported a position in Ferguson in Q4 2023 and has held it in 5 quarters since.
  • McGlone Suttner Wealth Management's Ferguson position peaked at $486K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.