MWM
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
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 $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

Moran Wealth Management's FERG Position: Q1 2026 in Review

Moran Wealth Management increased its Ferguson (FERG) stake by 1.9% in Q1 2026, buying an estimated $117K and bringing the position to 25,933 shares worth $6.05M. The position accounts for 0.19% of the portfolio, ranked #169.

Moran Wealth Management first reported a position in FERG in Q1 2025 and has held it in 5 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Moran Wealth Management held 25,933 shares of Ferguson worth $6.05M as of Q1 2026.
  • Moran Wealth Management bought 482 Ferguson shares in Q1 2026, an estimated $117K.
  • Ferguson made up 0.19% of Moran Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Moran Wealth Management first reported a position in Ferguson in Q1 2025 and has held it in 5 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.