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 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 $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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Personal CFO Solutions's FERG Position: Q1 2026 in Review

Personal CFO Solutions increased its Ferguson (FERG) stake by 0.74% in Q1 2026, buying an estimated $5.84K and bringing the position to 3,277 shares worth $767K. The position accounts for 0.11% of the portfolio, ranked #166.

Personal CFO Solutions first reported a position in FERG in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2024. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Personal CFO Solutions held 3,277 shares of Ferguson worth $767K as of Q1 2026.
Personal CFO Solutions bought 24 Ferguson shares in Q1 2026, an estimated $5.84K.
Ferguson made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #166 holding.
Personal CFO Solutions first reported a position in Ferguson in Q2 2023 and has held it in 9 quarters since.
Personal CFO Solutions's Ferguson position peaked at $1.2M in Q1 2024.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.