Partners in Financial Planning’s Ferguson FERG Stock Holding History

Partners in Financial Planning’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	$1.19M	Hold	5,033	–	–	0.18%	48
2026 Q1	$1.17M	Hold	5,033	–	–	0.19%	46
2025 Q4	$1.12M	Buy	5,033 +79	+2%	+$18.9K	0.19%	48
2025 Q3	$1.11M	Hold	4,954	–	–	0.19%	46
2025 Q2	$1.08M	Sell	4,954 -2,532	-34%	-$466K	0.2%	44
2025 Q1	$1.2M	Buy	7,486 +920	+14%	+$159K	0.24%	39
2024 Q4	$1.14M	Sell	6,566 -90	-1%	-$17.9K	0.23%	41
2024 Q3	$1.32M	Hold	6,656	–	–	0.27%	39
2024 Q2	$1.29M	Hold	6,656	–	–	0.28%	39
2024 Q1	$1.45M	Hold	6,656	–	–	0.32%	35
2023 Q4	$1.29M	Sell	6,656 -104	-2%	-$17.5K	0.3%	38
2023 Q3	$1.11M	Hold	6,760	–	–	0.29%	40
2023 Q2	$1.06M	Hold	6,760	–	–	0.27%	43
2023 Q1	$904K	Hold	6,760	–	–	0.24%	45
2022 Q4	$869K	Buy	+6,760	New	+$787K	0.24%	43
2022 Q3	–	Sell	-6,933	Closed	-$822K	–	91
2022 Q2	$822K	Hold	6,933	–	–	0.26%	39
2022 Q1	$935K	Hold	6,933	–	–	0.29%	37
2021 Q4	$1.03M	Hold	6,933	–	–	0.31%	33
2021 Q3	$967K	Sell	6,933 -131	-2%	-$18.7K	0.3%	33
2021 Q2	$986K	Buy	+7,064	New	+$938K	0.31%	35

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 $3.38T AUM 44.17% 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

Partners in Financial Planning's FERG Position: Q2 2026 in Review

Partners in Financial Planning held its Ferguson (FERG) position steady in Q2 2026 at 5,033 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #48.

Partners in Financial Planning first reported a position in FERG in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.45M in Q1 2024. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Partners in Financial Planning held 5,033 shares of Ferguson worth $1.19M as of Q2 2026.
Partners in Financial Planning left its Ferguson share count unchanged in Q2 2026.
Ferguson made up 0.18% of Partners in Financial Planning's portfolio in Q2 2026, its #48 holding.
Partners in Financial Planning first reported a position in Ferguson in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's Ferguson position peaked at $1.45M in Q1 2024.
948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.