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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Moneta Group Investment Advisors's FERG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Ferguson (FERG) stake by 1.5% in Q1 2026, buying an estimated $3.65K and bringing the position to 1,007 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Moneta Group Investment Advisors first reported a position in FERG in Q2 2025 and has held it in 4 quarters since. The position peaked at $248K in Q2 2025. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Moneta Group Investment Advisors held 1,007 shares of Ferguson worth $235K as of Q1 2026.
  • Moneta Group Investment Advisors bought 15 Ferguson shares in Q1 2026, an estimated $3.65K.
  • Ferguson made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #719 holding.
  • Moneta Group Investment Advisors first reported a position in Ferguson in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Ferguson position peaked at $248K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.