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Moneta Group Investment Advisors’s Ferguson FERG Stock Holding History

Moneta Group Investment Advisors’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 		– Sell
-1,007
Closed -$235K – 896
2026
Q1 		$235K Buy
1,007
+15
+2% +$3.65K ﹤0.01% 719
2025
Q4 		$221K Sell
992
-64
-6% -$15.3K ﹤0.01% 744
2025
Q3 		$237K Sell
1,056
-84
-7% -$19K ﹤0.01% 696
2025
Q2 		$248K Buy
+1,140
New +$210K ﹤0.01% 613

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 $3.38T AUM 44.17% 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

Moneta Group Investment Advisors's FERG Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Ferguson (FERG) in Q2 2026, closing a stake of 1,007 shares — an estimated $235K sold.

Moneta Group Investment Advisors first reported a position in FERG in Q2 2025 and held it in 4 quarters. The position peaked at $248K in Q2 2025. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,007 Ferguson shares in Q2 2026, an estimated $235K.
  • Moneta Group Investment Advisors first reported a position in Ferguson in Q2 2025 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Ferguson position peaked at $248K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.