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Measured Wealth Private Client Group’s Ferguson FERG Stock Holding History

Measured Wealth Private Client Group’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 		$47.5K Hold
200
– – 0.01% 337
2026
Q1 		$46.7K Hold
200
– – 0.01% 306
2025
Q4 		$44.5K Hold
200
– – 0.01% 326
2025
Q3 		$44.9K Buy
+200
New +$45.3K 0.01% 314

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

Measured Wealth Private Client Group's FERG Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Ferguson (FERG) position steady in Q2 2026 at 200 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #337.

Measured Wealth Private Client Group first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Measured Wealth Private Client Group held 200 shares of Ferguson worth $47.5K as of Q2 2026.
  • Measured Wealth Private Client Group left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #337 holding.
  • Measured Wealth Private Client Group first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.