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Root Financial Partners’s Ferguson FERG Stock Holding History

Root Financial Partners’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 		– Sell
-576
Closed -$134K – 1353
2026
Q1 		$134K Buy
576
+21
+4% +$5.11K 0.01% 450
2025
Q4 		$124K Sell
555
-179
-24% -$42.8K 0.01% 398
2025
Q3 		$165K Buy
+734
New +$166K 0.01% 319

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

Root Financial Partners's FERG Position: Q2 2026 in Review

Root Financial Partners sold out of Ferguson (FERG) in Q2 2026, closing a stake of 576 shares — an estimated $134K sold.

Root Financial Partners first reported a position in FERG in Q3 2025 and held it in 3 quarters. The position peaked at $165K in Q3 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Root Financial Partners reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 576 Ferguson shares in Q2 2026, an estimated $134K.
  • Root Financial Partners first reported a position in Ferguson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ferguson position peaked at $165K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.