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Mirabella Financial Services’s Ferguson FERG Stock Holding History

Mirabella Financial Services’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
-1,801
Closed -$313K – 283
2024
Q4 		$313K Sell
1,801
-48,389
-96% -$9.61M 0.03% 217
2024
Q3 		$9.97M Buy
+50,190
New +$10.2M 0.55% 37
2023
Q4 		– Sell
-4,768
Closed -$784K – 482
2023
Q3 		$784K Buy
+4,768
New +$753K 0.11% 176
2023
Q2 		– Sell
-75,654
Closed -$10.1M – 538
2023
Q1 		$10.1M Buy
+75,654
New +$10.5M 1.53% 11
2022
Q3 		– Sell
-20,250
Closed -$2.24M – 415
2022
Q2 		$2.24M Buy
20,250
+17,512
+640% +$2.12M 0.22% 105
2022
Q1 		$373K Buy
+2,738
New +$422K 0.04% 296

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Mirabella Financial Services's FERG Position: Q1 2025 in Review

Mirabella Financial Services sold out of Ferguson (FERG) in Q1 2025, closing a stake of 1,801 shares — an estimated $313K sold.

Mirabella Financial Services first reported a position in FERG in Q1 2022 and held it in 6 quarters. The position peaked at $10.1M in Q1 2023. 714 funds tracked by Wall St. Rank hold FERG as of Q1 2025.

  • Mirabella Financial Services reported no remaining Ferguson position as of Q1 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 1,801 Ferguson shares in Q1 2025, an estimated $313K.
  • Mirabella Financial Services first reported a position in Ferguson in Q1 2022 and held it in 6 quarters.
  • Mirabella Financial Services's Ferguson position peaked at $10.1M in Q1 2023.
  • 714 funds tracked by Wall St. Rank held Ferguson as of Q1 2025.

Based on Mirabella Financial Services's 13F filing for Q1 2025, filed 15 May 2025.