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Meriwether Wealth & Planning’s Ferguson FERG Stock Holding History

Meriwether Wealth & Planning’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 		$344K Buy
1,451
+6
+0.4% +$1.45K 0.17% 84
2026
Q1 		$337K Buy
+1,445
New +$352K 0.18% 83

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

Meriwether Wealth & Planning's FERG Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Ferguson (FERG) stake by 0.42% in Q2 2026, buying an estimated $1.45K and bringing the position to 1,451 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #84.

Meriwether Wealth & Planning first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Meriwether Wealth & Planning held 1,451 shares of Ferguson worth $344K as of Q2 2026.
  • Meriwether Wealth & Planning bought 6 Ferguson shares in Q2 2026, an estimated $1.45K.
  • Ferguson made up 0.17% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #84 holding.
  • Meriwether Wealth & Planning first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.