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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Perfromance Wealth Partners's FERG Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Ferguson (FERG) stake by 0.87% in Q1 2026, buying an estimated $3.65K and bringing the position to 1,745 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #140.

Perfromance Wealth Partners first reported a position in FERG in Q3 2024 and has held it in 7 quarters since. The position peaked at $431K in Q2 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Perfromance Wealth Partners held 1,745 shares of Ferguson worth $407K as of Q1 2026.
  • Perfromance Wealth Partners bought 15 Ferguson shares in Q1 2026, an estimated $3.65K.
  • Ferguson made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #140 holding.
  • Perfromance Wealth Partners first reported a position in Ferguson in Q3 2024 and has held it in 7 quarters since.
  • Perfromance Wealth Partners's Ferguson position peaked at $431K in Q2 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.