OWA
FERG icon

Outlook Wealth Advisors’s Ferguson FERG Stock Holding History

Outlook 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 		$473K Buy
1,993
+58
+3% +$14K 0.1% 193
2026
Q1 		$451K Sell
1,935
-57
-3% -$13.9K 0.11% 188
2025
Q4 		$443K Buy
1,992
+594
+42% +$142K 0.1% 179
2025
Q3 		$314K Buy
+1,398
New +$317K 0.08% 220

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Outlook Wealth Advisors increased its Ferguson (FERG) stake by 3% in Q2 2026, buying an estimated $14K and bringing the position to 1,993 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #193.

Outlook Wealth Advisors first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Outlook Wealth Advisors held 1,993 shares of Ferguson worth $473K as of Q2 2026.
  • Outlook Wealth Advisors bought 58 Ferguson shares in Q2 2026, an estimated $14K.
  • Ferguson made up 0.1% of Outlook Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Outlook Wealth Advisors first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.