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 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

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 $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nisa Investment Advisors's FERG Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Ferguson (FERG) stake by 19% in Q1 2026, selling an estimated $114K and leaving 2,011 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Nisa Investment Advisors first reported a position in FERG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.81M in Q1 2025. 930 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Nisa Investment Advisors held 2,011 shares of Ferguson worth $471K as of Q1 2026.
Nisa Investment Advisors sold 468 Ferguson shares in Q1 2026, an estimated $114K.
Ferguson made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #984 holding.
Nisa Investment Advisors first reported a position in Ferguson in Q3 2023 and has held it in 11 quarters since.
Nisa Investment Advisors's Ferguson position peaked at $2.81M in Q1 2025.
930 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.