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MJT & Associates Financial Advisory’s Ferguson FERG Stock Holding History

MJT & Associates Financial Advisory’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 		$12.3K Sell
52
-11
-17% -$2.65K 0.01% 175
2026
Q1 		$14.7K Hold
63
– – 0.01% 145
2025
Q4 		$14K Sell
63
-13
-17% -$3.11K 0.01% 153
2025
Q3 		$17.1K Buy
76
+37
+95% +$8.38K 0.01% 138
2025
Q2 		$8.49K Hold
39
– – 0.01% 227
2025
Q1 		$6.25K Buy
+39
New +$6.76K 0.01% 278

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

MJT & Associates Financial Advisory's FERG Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Ferguson (FERG) stake by 17% in Q2 2026, selling an estimated $2.65K and leaving 52 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #175.

MJT & Associates Financial Advisory first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.1K in Q3 2025. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • MJT & Associates Financial Advisory held 52 shares of Ferguson worth $12.3K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 11 Ferguson shares in Q2 2026, an estimated $2.65K.
  • Ferguson made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #175 holding.
  • MJT & Associates Financial Advisory first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Ferguson position peaked at $17.1K in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.