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Mount Yale Investment Advisors’s Ferguson FERG Stock Holding History

Mount Yale 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 		$3.09M Sell
13,024
-461
-3% -$111K 0.06% 315
2026
Q1 		$3.15M Buy
13,485
+10,758
+394% +$2.62M 0.07% 273
2025
Q4 		$607K Buy
2,727
+596
+28% +$142K 0.03% 415
2025
Q3 		$480K Sell
2,131
-8,060
-79% -$1.82M 0.03% 428
2025
Q2 		$2.22M Buy
10,191
+4,433
+77% +$816K 0.17% 121
2025
Q1 		$923K Sell
5,758
-6,232
-52% -$1.08M 0.08% 209
2024
Q4 		$2.09M Sell
11,990
-1,572
-12% -$312K 0.17% 116
2024
Q3 		$2.69M Sell
13,562
-6,412
-32% -$1.3M 0.26% 88
2024
Q2 		$3.87M Sell
19,974
-4,033
-17% -$846K 0.31% 68
2024
Q1 		$5.24M Sell
24,007
-1,562
-6% -$311K 0.4% 49
2023
Q4 		$4.94M Sell
25,569
-444
-2% -$74.9K 0.47% 41
2023
Q3 		$4.28M Sell
26,013
-368
-1% -$58.1K 0.47% 45
2023
Q2 		$4.15M Buy
26,381
+2,476
+10% +$353K 0.44% 51
2023
Q1 		$3.2M Buy
23,905
+13,863
+138% +$1.93M 0.36% 62
2022
Q4 		$1.28M Sell
10,042
-3,602
-26% -$419K 0.14% 148
2022
Q3 		$1.4M Sell
13,644
-74
-0.5% -$8.63K 0.19% 118
2022
Q2 		$1.52M Sell
13,718
-1,118
-8% -$135K 0.19% 117
2022
Q1 		$1.99M Buy
+14,836
New +$2.29M 0.22% 112

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

Mount Yale Investment Advisors's FERG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Ferguson (FERG) stake by 3.4% in Q2 2026, selling an estimated $111K and leaving 13,024 shares worth $3.09M. The position accounts for 0.06% of the portfolio, ranked #315.

Mount Yale Investment Advisors first reported a position in FERG in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.24M in Q1 2024. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Mount Yale Investment Advisors held 13,024 shares of Ferguson worth $3.09M as of Q2 2026.
  • Mount Yale Investment Advisors sold 461 Ferguson shares in Q2 2026, an estimated $111K.
  • Ferguson made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #315 holding.
  • Mount Yale Investment Advisors first reported a position in Ferguson in Q1 2022 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Ferguson position peaked at $5.24M in Q1 2024.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.