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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Root Financial Partners's FERG Position: Q1 2026 in Review

Root Financial Partners increased its Ferguson (FERG) stake by 3.8% in Q1 2026, buying an estimated $5.11K and bringing the position to 576 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #450.

Root Financial Partners first reported a position in FERG in Q3 2025 and has held it in 3 quarters since. The position peaked at $165K in Q3 2025. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Root Financial Partners held 576 shares of Ferguson worth $134K as of Q1 2026.
  • Root Financial Partners bought 21 Ferguson shares in Q1 2026, an estimated $5.11K.
  • Ferguson made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #450 holding.
  • Root Financial Partners first reported a position in Ferguson in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Ferguson position peaked at $165K in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.