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 Q1	–	Sell	-1,075	Closed	-$239K	–	1182
2025 Q4	$239K	Buy	+1,075	New	+$257K	﹤0.01%	1103

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

NewEdge Wealth's FERG Position: Q1 2026 in Review

NewEdge Wealth sold out of Ferguson (FERG) in Q1 2026, closing a stake of 1,075 shares — an estimated $239K sold.

NewEdge Wealth first reported a position in FERG in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

NewEdge Wealth reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 1,075 Ferguson shares in Q1 2026, an estimated $239K.
NewEdge Wealth first reported a position in Ferguson in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Ferguson position peaked at $239K in Q4 2025.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.