Net Worth Advisory Group
FERG icon

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
Q3 		$497K Buy
2,244
+778
+53% +$180K 0.13% 174
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% -$9.6K 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% -$9.7K 0.13% 193
2024
Q3 		$493K Buy
+2,481
New +$503K 0.15% 175

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Net Worth Advisory Group's FERG Position: Q3 2026 in Review

Net Worth Advisory Group increased its Ferguson (FERG) stake by 53% in Q3 2026, buying an estimated $180K and bringing the position to 2,244 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #174.

Net Worth Advisory Group first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. 247 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Net Worth Advisory Group held 2,244 shares of Ferguson worth $497K as of Q3 2026.
  • Net Worth Advisory Group bought 778 Ferguson shares in Q3 2026, an estimated $180K.
  • Ferguson made up 0.13% of Net Worth Advisory Group's portfolio in Q3 2026, its #174 holding.
  • Net Worth Advisory Group first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
  • 247 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.