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Rialto Wealth Management’s Ferguson FERG Stock Holding History

Rialto 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 		$9.49K Buy
40
+8
+25% +$1.93K ﹤0.01% 547
2026
Q1 		$7.46K Buy
32
+10
+45% +$2.43K ﹤0.01% 509
2025
Q4 		$4.9K Buy
22
+1
+5% +$239 ﹤0.01% 520
2025
Q3 		$4.72K Buy
21
+3
+17% +$679 ﹤0.01% 494
2025
Q2 		$3.92K Buy
18
+14
+350% +$2.58K ﹤0.01% 485
2025
Q1 		$641 Buy
+4
New +$693 ﹤0.01% 726

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

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

Rialto Wealth Management increased its Ferguson (FERG) stake by 25% in Q2 2026, buying an estimated $1.93K and bringing the position to 40 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Rialto Wealth Management first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Rialto Wealth Management held 40 shares of Ferguson worth $9.49K as of Q2 2026.
  • Rialto Wealth Management bought 8 Ferguson shares in Q2 2026, an estimated $1.93K.
  • Ferguson made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Rialto Wealth Management first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.