Optimize Financial’s Ferguson FERG Stock Holding History

Optimize Financial’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	$361K	Sell	1,520 -5	-0.3%	-$1.21K	0.13%	232
2026 Q1	$356K	Buy	+1,525	New	+$371K	0.18%	222

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 $3.37T AUM 44.26% 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

Optimize Financial's FERG Position: Q2 2026 in Review

Optimize Financial reduced its Ferguson (FERG) stake by 0.33% in Q2 2026, selling an estimated $1.21K and leaving 1,520 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #232.

Optimize Financial first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Optimize Financial held 1,520 shares of Ferguson worth $361K as of Q2 2026.
Optimize Financial sold 5 Ferguson shares in Q2 2026, an estimated $1.21K.
Ferguson made up 0.13% of Optimize Financial's portfolio in Q2 2026, its #232 holding.
Optimize Financial first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.