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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
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 $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

Mount Yale Investment Advisors's FERG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ferguson (FERG) stake by 394% in Q1 2026, buying an estimated $2.62M and bringing the position to 13,485 shares worth $3.15M. The position accounts for 0.07% of the portfolio, ranked #273.

Mount Yale Investment Advisors first reported a position in FERG in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.24M in Q1 2024. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Mount Yale Investment Advisors held 13,485 shares of Ferguson worth $3.15M as of Q1 2026.
  • Mount Yale Investment Advisors bought 10,758 Ferguson shares in Q1 2026, an estimated $2.62M.
  • Ferguson made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #273 holding.
  • Mount Yale Investment Advisors first reported a position in Ferguson in Q1 2022 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's Ferguson position peaked at $5.24M in Q1 2024.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.