Nisa Investment Advisors’s Ferguson FERG Stock Holding History

Nisa Investment 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	$768K	Buy	3,226 +1,215	+60%	+$293K	﹤0.01%	858
2026 Q1	$471K	Sell	2,011 -468	-19%	-$114K	﹤0.01%	984
2025 Q4	$552K	Buy	2,479 +2,274	+1,109%	+$543K	﹤0.01%	975
2025 Q3	$46.2K	Sell	205 -245	-54%	-$55.5K	﹤0.01%	1649
2025 Q2	$98.4K	Sell	450 -17,000	-97%	-$3.13M	﹤0.01%	1403
2025 Q1	$2.81M	Buy	17,450 +17,000	+3,778%	+$2.95M	0.01%	545
2024 Q4	$78.5K	Sell	450 -2,469	-85%	-$490K	﹤0.01%	1540
2024 Q3	$588K	Sell	2,919 -11,325	-80%	-$2.29M	﹤0.01%	999
2024 Q2	$2.77M	Buy	14,244 +1,935	+16%	+$406K	0.02%	592
2024 Q1	$2.69M	Sell	12,309 -2,206	-15%	-$440K	0.02%	608
2023 Q4	$2.8M	Buy	14,515 +12,915	+807%	+$2.18M	0.02%	552
2023 Q3	$263K	Buy	+1,600	New	+$253K	﹤0.01%	1240

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nisa Investment Advisors's FERG Position: Q2 2026 in Review

Nisa Investment Advisors increased its Ferguson (FERG) stake by 60% in Q2 2026, buying an estimated $293K and bringing the position to 3,226 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Nisa Investment Advisors first reported a position in FERG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.81M in Q1 2025. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Nisa Investment Advisors held 3,226 shares of Ferguson worth $768K as of Q2 2026.
Nisa Investment Advisors bought 1,215 Ferguson shares in Q2 2026, an estimated $293K.
Ferguson made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #858 holding.
Nisa Investment Advisors first reported a position in Ferguson in Q3 2023 and has held it in 12 quarters since.
Nisa Investment Advisors's Ferguson position peaked at $2.81M in Q1 2025.
948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.