MWM
FERG icon

Mission Wealth Management’s Ferguson FERG Stock Holding History

Mission 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 		$723K Buy
3,046
+152
+5% +$36.7K 0.01% 566
2026
Q1 		$675K Sell
2,894
-25
-0.9% -$6.08K 0.01% 413
2025
Q4 		$650K Sell
2,919
-24
-0.8% -$5.73K 0.01% 427
2025
Q3 		$661K Sell
2,943
-113
-4% -$25.6K 0.01% 417
2025
Q2 		$665K Buy
3,056
+6
+0.2% +$1.1K 0.01% 412
2025
Q1 		$489K Buy
3,050
+67
+2% +$11.6K 0.01% 453
2024
Q4 		$518K Sell
2,983
-30
-1% -$5.96K 0.01% 419
2024
Q3 		$598K Sell
3,013
-71
-2% -$14.4K 0.01% 397
2024
Q2 		$597K Sell
3,084
-268
-8% -$56.2K 0.02% 372
2024
Q1 		$732K Sell
3,352
-53
-2% -$10.6K 0.02% 353
2023
Q4 		$657K Buy
3,405
+256
+8% +$43.2K 0.02% 313
2023
Q3 		$518K Sell
3,149
-111
-3% -$17.5K 0.02% 333
2023
Q2 		$513K Sell
3,260
-35
-1% -$4.99K 0.02% 339
2023
Q1 		$441K Sell
3,295
-54
-2% -$7.51K 0.02% 365
2022
Q4 		$425K Sell
3,349
-42
-1% -$4.89K 0.02% 351
2022
Q3 		$349K Buy
3,391
+28
+0.8% +$3.27K 0.02% 363
2022
Q2 		$372K Buy
3,363
+768
+30% +$93K 0.02% 358
2022
Q1 		$348K Buy
2,595
+365
+16% +$56.3K 0.02% 381
2021
Q4 		$400K Buy
2,230
+204
+10% +$32K 0.02% 370
2021
Q3 		$283K Sell
2,026
-134
-6% -$19.1K 0.01% 423
2021
Q2 		$301K Buy
2,160
+48
+2% +$6.38K 0.02% 392
2021
Q1 		$254K Buy
+2,112
New +$258K 0.01% 396

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

Mission Wealth Management's FERG Position: Q2 2026 in Review

Mission Wealth Management increased its Ferguson (FERG) stake by 5.3% in Q2 2026, buying an estimated $36.7K and bringing the position to 3,046 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #566.

Mission Wealth Management first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $732K in Q1 2024. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Mission Wealth Management held 3,046 shares of Ferguson worth $723K as of Q2 2026.
  • Mission Wealth Management bought 152 Ferguson shares in Q2 2026, an estimated $36.7K.
  • Ferguson made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #566 holding.
  • Mission Wealth Management first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • Mission Wealth Management's Ferguson position peaked at $732K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.