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Moran Wealth Management’s Ferguson FERG Stock Holding History

Moran 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 		$5.95M Sell
25,063
-870
-3% -$210K 0.16% 190
2026
Q1 		$6.05M Buy
25,933
+482
+2% +$117K 0.19% 169
2025
Q4 		$5.67M Sell
25,451
-1,249
-5% -$298K 0.17% 171
2025
Q3 		$6M Sell
26,700
-29
-0.1% -$6.57K 0.18% 149
2025
Q2 		$5.82M Sell
26,729
-1,295
-5% -$238K 0.18% 159
2025
Q1 		$4.49M Buy
+28,024
New +$4.86M 0.15% 191

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

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

Moran Wealth Management reduced its Ferguson (FERG) stake by 3.4% in Q2 2026, selling an estimated $210K and leaving 25,063 shares worth $5.95M. The position accounts for 0.16% of the portfolio, ranked #190.

Moran Wealth Management first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.05M in Q1 2026. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Moran Wealth Management held 25,063 shares of Ferguson worth $5.95M as of Q2 2026.
  • Moran Wealth Management sold 870 Ferguson shares in Q2 2026, an estimated $210K.
  • Ferguson made up 0.16% of Moran Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Moran Wealth Management first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • Moran Wealth Management's Ferguson position peaked at $6.05M in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.