Personal CFO Solutions’s Ferguson FERG Stock Holding History

Personal CFO Solutions’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	$777K	Sell	3,262 -15	-0.5%	-$3.62K	0.11%	162
2026 Q1	$767K	Buy	3,277 +24	+0.7%	+$5.84K	0.11%	166
2025 Q4	$724K	Buy	+3,253	New	+$777K	0.12%	168
2025 Q1	–	Sell	-3,917	Closed	-$680K	–	465
2024 Q4	$680K	Sell	3,917 -503	-11%	-$99.9K	0.13%	163
2024 Q3	$878K	Sell	4,420 -1,122	-20%	-$227K	0.12%	172
2024 Q2	$1.07M	Buy	5,542 +31	+0.6%	+$6.5K	0.16%	120
2024 Q1	$1.2M	Buy	5,511 +459	+9%	+$91.5K	0.19%	102
2023 Q4	$975K	Sell	5,052 -239	-5%	-$40.3K	0.17%	121
2023 Q3	$870K	Buy	5,291 +270	+5%	+$42.6K	0.17%	117
2023 Q2	$790K	Buy	+5,021	New	+$715K	0.16%	126

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

Personal CFO Solutions's FERG Position: Q2 2026 in Review

Personal CFO Solutions reduced its Ferguson (FERG) stake by 0.46% in Q2 2026, selling an estimated $3.62K and leaving 3,262 shares worth $777K. The position accounts for 0.11% of the portfolio, ranked #162.

Personal CFO Solutions first reported a position in FERG in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2024. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Personal CFO Solutions held 3,262 shares of Ferguson worth $777K as of Q2 2026.
Personal CFO Solutions sold 15 Ferguson shares in Q2 2026, an estimated $3.62K.
Ferguson made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #162 holding.
Personal CFO Solutions first reported a position in Ferguson in Q2 2023 and has held it in 10 quarters since.
Personal CFO Solutions's Ferguson position peaked at $1.2M in Q1 2024.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.