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Ritholtz Wealth Management’s Ferguson FERG Stock Holding History

Ritholtz 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 		$614K Buy
2,589
+32
+1% +$7.72K 0.01% 780
2026
Q1 		$596K Sell
2,557
-101
-4% -$24.6K 0.01% 728
2025
Q4 		$592K Buy
2,658
+265
+11% +$63.3K 0.01% 663
2025
Q3 		$537K Buy
2,393
+118
+5% +$26.7K 0.01% 663
2025
Q2 		$495K Sell
2,275
-14
-0.6% -$2.58K 0.01% 643
2025
Q1 		$367K Sell
2,289
-26
-1% -$4.51K 0.01% 684
2024
Q4 		$402K Sell
2,315
-177
-7% -$35.2K 0.01% 620
2024
Q3 		$495K Buy
2,492
+43
+2% +$8.71K 0.01% 553
2024
Q2 		$474K Sell
2,449
-16
-0.6% -$3.36K 0.02% 547
2024
Q1 		$539K Buy
2,465
+135
+6% +$26.9K 0.02% 505
2023
Q4 		$450K Buy
2,330
+35
+2% +$5.9K 0.02% 513
2023
Q3 		$378K Buy
2,295
+2
+0.1% +$316 0.02% 504
2023
Q2 		$361K Sell
2,293
-103
-4% -$14.7K 0.02% 499
2023
Q1 		$320K Sell
2,396
-218
-8% -$30.3K 0.02% 503
2022
Q4 		$332K Sell
2,614
-253
-9% -$29.5K 0.02% 441
2022
Q3 		$295K Buy
2,867
+187
+7% +$21.8K 0.02% 543
2022
Q2 		$297K Buy
2,680
+26
+1% +$3.15K 0.02% 416
2022
Q1 		$356K Sell
2,654
-63
-2% -$9.72K 0.02% 376
2021
Q4 		$487K Buy
2,717
+8
+0.3% +$1.25K 0.03% 311
2021
Q3 		$378K Hold
2,709
– – 0.03% 327
2021
Q2 		$378K Sell
2,709
-13
-0.5% -$1.73K 0.03% 315
2021
Q1 		$327K Buy
+2,722
New +$332K 0.03% 287

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

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

Ritholtz Wealth Management increased its Ferguson (FERG) stake by 1.3% in Q2 2026, buying an estimated $7.72K and bringing the position to 2,589 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #780.

Ritholtz Wealth Management first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Ritholtz Wealth Management held 2,589 shares of Ferguson worth $614K as of Q2 2026.
  • Ritholtz Wealth Management bought 32 Ferguson shares in Q2 2026, an estimated $7.72K.
  • Ferguson made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #780 holding.
  • Ritholtz Wealth Management first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.