NWAG
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Net Worth Advisory Group’s Ferguson FERG Stock Holding History

Net Worth Advisory Group’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 		$348K Buy
1,466
+44
+3% +$10.6K 0.09% 247
2026
Q1 		$332K Buy
1,422
+148
+12% +$36K 0.07% 277
2025
Q4 		$284K Sell
1,274
-40
-3% -$9.56K 0.06% 338
2025
Q3 		$295K Buy
1,314
+56
+4% +$12.7K 0.09% 282
2025
Q2 		$274K Buy
+1,258
New +$232K 0.06% 329
2025
Q1 		– Sell
-2,432
Closed -$422K – 384
2024
Q4 		$422K Sell
2,432
-49
-2% -$9.73K 0.13% 193
2024
Q3 		$493K Buy
+2,481
New +$503K 0.15% 175

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Net Worth Advisory Group's FERG Position: Q2 2026 in Review

Net Worth Advisory Group increased its Ferguson (FERG) stake by 3.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,466 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #247.

Net Worth Advisory Group first reported a position in FERG in Q3 2024 and has held it in 7 quarters since. The position peaked at $493K in Q3 2024. 151 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Net Worth Advisory Group held 1,466 shares of Ferguson worth $348K as of Q2 2026.
  • Net Worth Advisory Group bought 44 Ferguson shares in Q2 2026, an estimated $10.6K.
  • Ferguson made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #247 holding.
  • Net Worth Advisory Group first reported a position in Ferguson in Q3 2024 and has held it in 7 quarters since.
  • Net Worth Advisory Group's Ferguson position peaked at $493K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.