QFA
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Quantum Financial Advisors’s Ferguson FERG Stock Holding History

Quantum Financial Advisors’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 		$210K Sell
885
-21
-2% -$5.07K 0.02% 242
2026
Q1 		$211K Buy
+906
New +$220K 0.02% 222

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

Quantum Financial Advisors's FERG Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Ferguson (FERG) stake by 2.3% in Q2 2026, selling an estimated $5.07K and leaving 885 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #242.

Quantum Financial Advisors first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Quantum Financial Advisors held 885 shares of Ferguson worth $210K as of Q2 2026.
  • Quantum Financial Advisors sold 21 Ferguson shares in Q2 2026, an estimated $5.07K.
  • Ferguson made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • Quantum Financial Advisors first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • Quantum Financial Advisors's Ferguson position peaked at $211K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.