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Retirement Wealth Solutions’s Ferguson FERG Stock Holding History

Retirement Wealth Solutions’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 		$712 Buy
3
+1
+50% +$241 ﹤0.01% 705
2026
Q1 		$467 Sell
2
-2
-50% -$487 ﹤0.01% 734
2025
Q4 		$891 Sell
4
-2
-33% -$478 ﹤0.01% 600
2025
Q3 		$1.35K Buy
+6
New +$1.36K ﹤0.01% 506

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

Retirement Wealth Solutions's FERG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Ferguson (FERG) stake by 50% in Q2 2026, buying an estimated $241 and bringing the position to 3 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Retirement Wealth Solutions first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.35K in Q3 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Retirement Wealth Solutions held 3 shares of Ferguson worth $712 as of Q2 2026.
  • Retirement Wealth Solutions bought 1 Ferguson share in Q2 2026, an estimated $241.
  • Ferguson made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #705 holding.
  • Retirement Wealth Solutions first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Ferguson position peaked at $1.35K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.