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Opal Wealth Advisors’s Ferguson FERG Stock Holding History

Opal Wealth 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 		– Sell
-354
Closed -$82.6K – 357
2026
Q1 		$82.6K Buy
+354
New +$86.1K 0.02% 309
2024
Q3 		– Sell
-540
Closed -$105K – 535
2024
Q2 		$105K Buy
+540
New +$113K 0.03% 264

Other funds holding FERG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Opal Wealth Advisors's FERG Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Ferguson (FERG) in Q2 2026, closing a stake of 354 shares — an estimated $82.6K sold.

Opal Wealth Advisors first reported a position in FERG in Q2 2024 and held it in 2 quarters. The position peaked at $105K in Q2 2024. 118 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 354 Ferguson shares in Q2 2026, an estimated $82.6K.
  • Opal Wealth Advisors first reported a position in Ferguson in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Ferguson position peaked at $105K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.