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Perfromance Wealth Partners’s Ferguson FERG Stock Holding History

Perfromance Wealth Partners’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 		$414K Hold
1,745
– – 0.01% 153
2026
Q1 		$407K Buy
1,745
+15
+0.9% +$3.65K 0.01% 140
2025
Q4 		$385K Hold
1,730
– – 0.01% 150
2025
Q3 		$389K Sell
1,730
-250
-13% -$56.6K 0.01% 148
2025
Q2 		$431K Hold
1,980
– – 0.01% 118
2025
Q1 		$317K Buy
1,980
+365
+23% +$63.3K 0.01% 130
2024
Q4 		$280K Hold
1,615
– – 0.01% 143
2024
Q3 		$321K Buy
+1,615
New +$327K 0.01% 138

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

Perfromance Wealth Partners's FERG Position: Q2 2026 in Review

Perfromance Wealth Partners held its Ferguson (FERG) position steady in Q2 2026 at 1,745 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #153.

Perfromance Wealth Partners first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. The position peaked at $431K in Q2 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Perfromance Wealth Partners held 1,745 shares of Ferguson worth $414K as of Q2 2026.
  • Perfromance Wealth Partners left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Perfromance Wealth Partners first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
  • Perfromance Wealth Partners's Ferguson position peaked at $431K in Q2 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.