OneDigital Investment Advisors’s Ferguson FERG Stock Holding History

OneDigital 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	$1.43M	Buy	6,019 +2,391	+66%	+$577K	0.01%	614
2026 Q1	$846K	Sell	3,628 -508	-12%	-$124K	0.01%	748
2025 Q4	$921K	Buy	4,136 +24	+0.6%	+$5.73K	0.01%	703
2025 Q3	$923K	Sell	4,112 -8	-0.2%	-$1.81K	0.01%	683
2025 Q2	$897K	Sell	4,120 -122	-3%	-$22.5K	0.01%	672
2025 Q1	$680K	Buy	4,242 +995	+31%	+$172K	0.01%	741
2024 Q4	$564K	Sell	3,247 -267	-8%	-$53K	0.01%	843
2024 Q3	$698K	Sell	3,514 -26	-0.7%	-$5.27K	0.01%	798
2024 Q2	$686K	Buy	3,540 +177	+5%	+$37.1K	0.01%	767
2024 Q1	$735K	Sell	3,363 -495	-13%	-$98.6K	0.01%	608
2023 Q4	$745K	Buy	3,858 +558	+17%	+$94.1K	0.01%	570
2023 Q3	$543K	Buy	3,300 +10	+0.3%	+$1.58K	0.01%	610
2023 Q2	$518K	Buy	3,290 +57	+2%	+$8.12K	0.01%	628
2023 Q1	$432K	Buy	+3,233	New	+$449K	0.01%	673

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Ferguson (FERG) stake by 66% in Q2 2026, buying an estimated $577K and bringing the position to 6,019 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #614.

OneDigital Investment Advisors first reported a position in FERG in Q1 2023 and has held it in 14 quarters since. 626 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

OneDigital Investment Advisors held 6,019 shares of Ferguson worth $1.43M as of Q2 2026.
OneDigital Investment Advisors bought 2,391 Ferguson shares in Q2 2026, an estimated $577K.
Ferguson made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #614 holding.
OneDigital Investment Advisors first reported a position in Ferguson in Q1 2023 and has held it in 14 quarters since.
626 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.