Moran Wealth Management
FERG icon

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
Q3 		$5.91M Buy
26,544
+1,481
+6% +$343K 0.16% 184
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Moran Wealth Management's FERG Position: Q3 2026 in Review

Moran Wealth Management increased its Ferguson (FERG) stake by 5.9% in Q3 2026, buying an estimated $343K and bringing the position to 26,544 shares worth $5.91M. The position accounts for 0.16% of the portfolio, ranked #184.

Moran Wealth Management first reported a position in FERG in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.05M in Q1 2026. 463 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Moran Wealth Management held 26,544 shares of Ferguson worth $5.91M as of Q3 2026.
  • Moran Wealth Management bought 1,481 Ferguson shares in Q3 2026, an estimated $343K.
  • Ferguson made up 0.16% of Moran Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Moran Wealth Management first reported a position in Ferguson in Q1 2025 and has held it in 7 quarters since.
  • Moran Wealth Management's Ferguson position peaked at $6.05M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.