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Nvest Wealth Strategies’s Ferguson FERG Stock Holding History

Nvest Wealth Strategies’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 		$475 Sell
2
-3
-60% -$724 ﹤0.01% 285
2026
Q1 		$1.17K Buy
+5
New +$1.22K ﹤0.01% 209

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nvest Wealth Strategies's FERG Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Ferguson (FERG) stake by 60% in Q2 2026, selling an estimated $724 and leaving 2 shares worth $475. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Nvest Wealth Strategies first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17K in Q1 2026. 472 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Nvest Wealth Strategies held 2 shares of Ferguson worth $475 as of Q2 2026.
  • Nvest Wealth Strategies sold 3 Ferguson shares in Q2 2026, an estimated $724.
  • Ferguson made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #285 holding.
  • Nvest Wealth Strategies first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's Ferguson position peaked at $1.17K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.