McGlone Suttner Wealth Management
FERG icon

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
Q3 		$221K Buy
993
+42
+4% +$9.7K 0.03% 187
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

McGlone Suttner Wealth Management's FERG Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Ferguson (FERG) stake by 4.4% in Q3 2026, buying an estimated $9.7K and bringing the position to 993 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #187.

McGlone Suttner Wealth Management first reported a position in FERG in Q4 2023 and has held it in 6 quarters since. The position peaked at $486K in Q3 2025. 791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • McGlone Suttner Wealth Management held 993 shares of Ferguson worth $221K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 42 Ferguson shares in Q3 2026, an estimated $9.7K.
  • Ferguson made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #187 holding.
  • McGlone Suttner Wealth Management first reported a position in Ferguson in Q4 2023 and has held it in 6 quarters since.
  • McGlone Suttner Wealth Management's Ferguson position peaked at $486K in Q3 2025.
  • 791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.