Optivise Advisory Services
FERG icon

Optivise Advisory Services’s Ferguson FERG Stock Holding History

Optivise Advisory Services’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
Q3 		$216K Buy
971
+89
+10% +$20.6K 0.11% 207
2026
Q2 		$209K Buy
+882
New +$213K 0.11% 212
2026
Q1 		– Sell
-951
Closed -$212K – 197
2025
Q4 		$212K Buy
+951
New +$227K 0.12% 183

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Optivise Advisory Services's FERG Position: Q3 2026 in Review

Optivise Advisory Services increased its Ferguson (FERG) stake by 10% in Q3 2026, buying an estimated $20.6K and bringing the position to 971 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #207.

Optivise Advisory Services first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Optivise Advisory Services held 971 shares of Ferguson worth $216K as of Q3 2026.
  • Optivise Advisory Services bought 89 Ferguson shares in Q3 2026, an estimated $20.6K.
  • Ferguson made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #207 holding.
  • Optivise Advisory Services first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.