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 Q2	$407K	Sell	1,716 -47	-3%	-$11.3K	0.01%	985
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 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 $3.37T AUM 44.26% 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

Perigon Wealth Management's FERG Position: Q2 2026 in Review

Perigon Wealth Management reduced its Ferguson (FERG) stake by 2.7% in Q2 2026, selling an estimated $11.3K and leaving 1,716 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #985.

Perigon Wealth Management first reported a position in FERG in Q2 2023 and has held it in 10 quarters since. The position peaked at $411K in Q1 2026. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Perigon Wealth Management held 1,716 shares of Ferguson worth $407K as of Q2 2026.
Perigon Wealth Management sold 47 Ferguson shares in Q2 2026, an estimated $11.3K.
Ferguson made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #985 holding.
Perigon Wealth Management first reported a position in Ferguson in Q2 2023 and has held it in 10 quarters since.
Perigon Wealth Management's Ferguson position peaked at $411K in Q1 2026.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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