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Private Wealth Management Group’s Ferguson FERG Stock Holding History

Private Wealth Management Group’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 		$19.9K Hold
84
– – ﹤0.01% 386
2026
Q1 		$19.6K Hold
84
– – 0.01% 345
2025
Q4 		$18.7K Hold
84
– – 0.01% 345
2025
Q3 		$18.9K Hold
84
– – 0.01% 350
2025
Q2 		$18.3K Buy
84
+21
+33% +$3.87K 0.01% 328
2025
Q1 		$10.1K Buy
63
+7
+13% +$1.21K ﹤0.01% 468
2024
Q4 		$9.72K Sell
56
-15
-21% -$2.98K ﹤0.01% 484
2024
Q3 		$14.1K Buy
71
+25
+54% +$5.07K 0.01% 368
2024
Q2 		$8.91K Hold
46
– – ﹤0.01% 475
2024
Q1 		$10K Hold
46
– – ﹤0.01% 405
2023
Q4 		$8.88K Buy
+46
New +$7.76K ﹤0.01% 434

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

Private Wealth Management Group's FERG Position: Q2 2026 in Review

Private Wealth Management Group held its Ferguson (FERG) position steady in Q2 2026 at 84 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Private Wealth Management Group first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Private Wealth Management Group held 84 shares of Ferguson worth $19.9K as of Q2 2026.
  • Private Wealth Management Group left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #386 holding.
  • Private Wealth Management Group first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.