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NewEdge Wealth’s Ferguson FERG Stock Holding History

NewEdge Wealth’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 		$206K Buy
+867
New +$209K ﹤0.01% 1178
2026
Q1 		– Sell
-1,075
Closed -$239K – 1182
2025
Q4 		$239K Buy
+1,075
New +$257K ﹤0.01% 1103

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

NewEdge Wealth's FERG Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Ferguson (FERG) in Q2 2026: 867 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in FERG as recently as Q4 2025.

NewEdge Wealth first reported a position in FERG in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • NewEdge Wealth held 867 shares of Ferguson worth $206K as of Q2 2026.
  • Ferguson was a new NewEdge Wealth position in Q2 2026.
  • Ferguson made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1178 holding.
  • NewEdge Wealth first reported a position in Ferguson in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's Ferguson position peaked at $239K in Q4 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.