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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
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

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Premier Path Wealth Partners's FERG Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Ferguson (FERG) stake by 1.5% in Q2 2026, selling an estimated $5.31K and leaving 1,445 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #334.

Premier Path Wealth Partners first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Premier Path Wealth Partners held 1,445 shares of Ferguson worth $343K as of Q2 2026.
  • Premier Path Wealth Partners sold 22 Ferguson shares in Q2 2026, an estimated $5.31K.
  • Ferguson made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #334 holding.
  • Premier Path Wealth Partners first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.