Raffa Wealth Management’s Ferguson FERG Stock Holding History

Raffa Wealth Management’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	$4.51K	Sell	19 -20	-51%	-$4.83K	﹤0.01%	617
2026 Q1	$9.1K	Buy	39 +25	+179%	+$6.08K	﹤0.01%	414
2025 Q4	$3.12K	Buy	14 +11	+367%	+$2.63K	﹤0.01%	624
2025 Q3	$674	Buy	+3	New	+$679	﹤0.01%	994
2023 Q3	–	Sell	-30	Closed	-$4.72K	–	1070
2023 Q2	$4.72K	Sell	30 -7	-19%	-$997	﹤0.01%	405
2023 Q1	$4.95K	Buy	37 +15	+68%	+$2.08K	﹤0.01%	411
2022 Q4	$2.79K	Buy	22 +15	+214%	+$1.75K	﹤0.01%	501
2022 Q3	$721	Hold	7	–	–	﹤0.01%	908
2022 Q2	$775	Hold	7	–	–	﹤0.01%	896
2022 Q1	$939	Hold	7	–	–	﹤0.01%	886
2021 Q4	$1.26K	Hold	7	–	–	﹤0.01%	801
2021 Q3	$977	Hold	7	–	–	﹤0.01%	831
2021 Q2	$977	Sell	7 -706	-99%	-$93.8K	﹤0.01%	839
2021 Q1	$85.7K	Buy	+713	New	+$87K	0.03%	105

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Raffa Wealth Management's FERG Position: Q2 2026 in Review

Raffa Wealth Management reduced its Ferguson (FERG) stake by 51% in Q2 2026, selling an estimated $4.83K and leaving 19 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Raffa Wealth Management first reported a position in FERG in Q1 2021 and has held it in 14 quarters since. The position peaked at $85.7K in Q1 2021. 887 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Raffa Wealth Management held 19 shares of Ferguson worth $4.51K as of Q2 2026.
Raffa Wealth Management sold 20 Ferguson shares in Q2 2026, an estimated $4.83K.
Ferguson made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #617 holding.
Raffa Wealth Management first reported a position in Ferguson in Q1 2021 and has held it in 14 quarters since.
Raffa Wealth Management's Ferguson position peaked at $85.7K in Q1 2021.
887 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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