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Ritter Daniher Financial Advisory’s Ferguson FERG Stock Holding History

Ritter Daniher Financial Advisory’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 		$4.75K Hold
20
– – ﹤0.01% 516
2026
Q1 		$4.67K Buy
+20
New +$4.87K ﹤0.01% 517

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

Ritter Daniher Financial Advisory's FERG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Ferguson (FERG) position steady in Q2 2026 at 20 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Ritter Daniher Financial Advisory first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Ritter Daniher Financial Advisory held 20 shares of Ferguson worth $4.75K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #516 holding.
  • Ritter Daniher Financial Advisory first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.