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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
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

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Optivise Advisory Services's FERG Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Ferguson (FERG) in Q2 2026: 882 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #212 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in FERG as recently as Q4 2025.

Optivise Advisory Services first reported a position in FERG in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 226 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Optivise Advisory Services held 882 shares of Ferguson worth $209K as of Q2 2026.
  • Ferguson was a new Optivise Advisory Services position in Q2 2026.
  • Ferguson made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #212 holding.
  • Optivise Advisory Services first reported a position in Ferguson in Q4 2025 and has held it in 2 quarters since.
  • Optivise Advisory Services's Ferguson position peaked at $212K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.