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Naples Global Advisors’s Ferguson FERG Stock Holding History

Naples Global 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 		$202K Buy
+849
New +$205K 0.01% 461
2024
Q2 		– Sell
-956
Closed -$210K – 402
2024
Q1 		$210K Buy
+956
New +$190K 0.02% 391

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

Naples Global Advisors's FERG Position: Q2 2026 in Review

Naples Global Advisors opened a new position in Ferguson (FERG) in Q2 2026: 849 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Naples Global Advisors previously reported a position in FERG as recently as Q1 2024.

Naples Global Advisors first reported a position in FERG in Q1 2024 and has held it in 2 quarters since. The position peaked at $210K in Q1 2024. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Naples Global Advisors held 849 shares of Ferguson worth $202K as of Q2 2026.
  • Ferguson was a new Naples Global Advisors position in Q2 2026.
  • Ferguson made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #461 holding.
  • Naples Global Advisors first reported a position in Ferguson in Q1 2024 and has held it in 2 quarters since.
  • Naples Global Advisors's Ferguson position peaked at $210K in Q1 2024.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.