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Perigon Wealth Management’s Ferguson FERG Stock Holding History

Perigon Wealth Management’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 		$411K Buy
1,763
+252
+17% +$61.3K 0.01% 891
2025
Q4 		$336K Sell
1,511
-143
-9% -$34.2K 0.01% 975
2025
Q3 		$371K Buy
+1,654
New +$375K 0.01% 867
2024
Q4 		– Sell
-1,396
Closed -$277K – 1060
2024
Q3 		$277K Sell
1,396
-50
-3% -$10.1K 0.01% 825
2024
Q2 		$280K Sell
1,446
-122
-8% -$25.6K 0.01% 716
2024
Q1 		$342K Buy
1,568
+55
+4% +$11K 0.01% 641
2023
Q4 		$292K Buy
1,513
+111
+8% +$18.7K 0.01% 664
2023
Q3 		$231K Buy
1,402
+38
+3% +$6K 0.01% 686
2023
Q2 		$215K Buy
+1,364
New +$194K 0.01% 717

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

Perigon Wealth Management's FERG Position: Q1 2026 in Review

Perigon Wealth Management increased its Ferguson (FERG) stake by 17% in Q1 2026, buying an estimated $61.3K and bringing the position to 1,763 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #891.

Perigon Wealth Management first reported a position in FERG in Q2 2023 and has held it in 9 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Perigon Wealth Management held 1,763 shares of Ferguson worth $411K as of Q1 2026.
  • Perigon Wealth Management bought 252 Ferguson shares in Q1 2026, an estimated $61.3K.
  • Ferguson made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #891 holding.
  • Perigon Wealth Management first reported a position in Ferguson in Q2 2023 and has held it in 9 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

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