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PDS Planning’s Ferguson FERG Stock Holding History

PDS 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 		$226K Buy
951
+2
+0.2% +$483 0.01% 530
2026
Q1 		$221K Buy
949
+3
+0.3% +$730 0.01% 489
2025
Q4 		$211K Sell
946
-14
-1% -$3.35K 0.01% 498
2025
Q3 		$216K Buy
960
+37
+4% +$8.38K 0.01% 476
2025
Q2 		$201K Buy
+923
New +$170K 0.02% 484

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

PDS Planning's FERG Position: Q2 2026 in Review

PDS Planning increased its Ferguson (FERG) stake by 0.21% in Q2 2026, buying an estimated $483 and bringing the position to 951 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #530.

PDS Planning first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • PDS Planning held 951 shares of Ferguson worth $226K as of Q2 2026.
  • PDS Planning bought 2 Ferguson shares in Q2 2026, an estimated $483.
  • Ferguson made up 0.01% of PDS Planning's portfolio in Q2 2026, its #530 holding.
  • PDS Planning first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.