Physician Wealth Advisors’s Ferguson FERG Stock Holding History

Physician Wealth Advisors’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	$15.2K	Buy	64 +5	+8%	+$1.21K	﹤0.01%	757
2026 Q1	$13.8K	Sell	59 -3	-5%	-$730	﹤0.01%	722
2025 Q4	$13.8K	Buy	62 +6	+11%	+$1.43K	﹤0.01%	677
2025 Q3	$12.6K	Buy	56 +35	+167%	+$7.92K	﹤0.01%	693
2025 Q2	$4.57K	Buy	21 +10	+91%	+$1.84K	﹤0.01%	820
2025 Q1	$1.76K	Sell	11 -57	-84%	-$9.88K	﹤0.01%	898
2024 Q4	$11.8K	Buy	+68	New	+$13.5K	﹤0.01%	603

Other funds holding FERG

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Physician Wealth Advisors's FERG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Ferguson (FERG) stake by 8.5% in Q2 2026, buying an estimated $1.21K and bringing the position to 64 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Physician Wealth Advisors first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Physician Wealth Advisors held 64 shares of Ferguson worth $15.2K as of Q2 2026.
Physician Wealth Advisors bought 5 Ferguson shares in Q2 2026, an estimated $1.21K.
Ferguson made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #757 holding.
Physician Wealth Advisors first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.