Pinnacle Wealth Planning Services’s Ferguson FERG Stock Holding History

Pinnacle Wealth Planning Services’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	$526K	Buy	2,254 +3	+0.1%	+$730	0.05%	204
2025 Q4	$501K	Buy	+2,251	New	+$538K	0.05%	215
2024 Q4	–	Sell	-1,104	Closed	-$219K	–	451
2024 Q3	$219K	Sell	1,104 -530	-32%	-$107K	0.03%	432
2024 Q2	$316K	Buy	1,634 +2	+0.1%	+$419	0.05%	275
2024 Q1	$356K	Buy	1,632 +12	+0.7%	+$2.39K	0.05%	257
2023 Q4	$313K	Sell	1,620 -24	-1%	-$4.05K	0.05%	261
2023 Q3	$270K	Buy	1,644 +82	+5%	+$12.9K	0.04%	277
2023 Q2	$246K	Buy	1,562 +52	+3%	+$7.41K	0.04%	312
2023 Q1	$202K	Buy	+1,510	New	+$210K	0.03%	404
2022 Q2	–	Sell	-2,335	Closed	-$313K	–	439
2022 Q1	$313K	Buy	+2,335	New	+$360K	0.06%	264

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

Pinnacle Wealth Planning Services's FERG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ferguson (FERG) stake by 0.13% in Q1 2026, buying an estimated $730 and bringing the position to 2,254 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #204.

Pinnacle Wealth Planning Services first reported a position in FERG in Q1 2022 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Pinnacle Wealth Planning Services held 2,254 shares of Ferguson worth $526K as of Q1 2026.
Pinnacle Wealth Planning Services bought 3 Ferguson shares in Q1 2026, an estimated $730.
Ferguson made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #204 holding.
Pinnacle Wealth Planning Services first reported a position in Ferguson in Q1 2022 and has held it in 10 quarters since.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.