Premier Path Wealth Partners
FERG icon

Premier Path Wealth Partners’s Ferguson FERG Stock Holding History

Premier Path Wealth Partners’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
Q3 		$279K Sell
1,253
-192
-13% -$44.5K 0.03% 336
2026
Q2 		$343K Sell
1,445
-22
-1% -$5.31K 0.04% 334
2026
Q1 		$342K Buy
1,467
+284
+24% +$69.1K 0.04% 329
2025
Q4 		$263K Buy
1,183
+272
+30% +$65K 0.03% 350
2025
Q3 		$205K Buy
+911
New +$206K 0.03% 383

Other funds holding FERG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Premier Path Wealth Partners's FERG Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Ferguson (FERG) stake by 13% in Q3 2026, selling an estimated $44.5K and leaving 1,253 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #336.

Premier Path Wealth Partners first reported a position in FERG in Q3 2025 and has held it in 5 quarters since. The position peaked at $343K in Q2 2026. 494 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Premier Path Wealth Partners held 1,253 shares of Ferguson worth $279K as of Q3 2026.
  • Premier Path Wealth Partners sold 192 Ferguson shares in Q3 2026, an estimated $44.5K.
  • Ferguson made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #336 holding.
  • Premier Path Wealth Partners first reported a position in Ferguson in Q3 2025 and has held it in 5 quarters since.
  • Premier Path Wealth Partners's Ferguson position peaked at $343K in Q2 2026.
  • 494 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.