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Principia Wealth Advisory’s Ferguson FERG Stock Holding History

Principia Wealth Advisory’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 		$3.56K Hold
15
– – ﹤0.01% 436
2026
Q1 		$3.5K Buy
15
+3
+25% +$730 ﹤0.01% 373
2025
Q4 		$2.67K Buy
12
+1
+9% +$239 ﹤0.01% 378
2025
Q3 		$2.47K Buy
11
+2
+22% +$453 ﹤0.01% 393
2025
Q2 		$1.96K Buy
9
+6
+200% +$1.1K ﹤0.01% 390
2025
Q1 		$494 Sell
3
-4
-57% -$693 ﹤0.01% 575
2024
Q4 		$1.22K Buy
+7
New +$1.39K ﹤0.01% 324

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principia Wealth Advisory's FERG Position: Q2 2026 in Review

Principia Wealth Advisory held its Ferguson (FERG) position steady in Q2 2026 at 15 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Principia Wealth Advisory first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Principia Wealth Advisory held 15 shares of Ferguson worth $3.56K as of Q2 2026.
  • Principia Wealth Advisory left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #436 holding.
  • Principia Wealth Advisory first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.