Sagespring Wealth Partners’s Ferguson FERG Stock Holding History

Sagespring Wealth 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	$585K	Sell	2,466 -12	-0.5%	-$2.9K	0.01%	489
2026 Q1	$578K	Buy	2,478 +40	+2%	+$9.73K	0.01%	461
2025 Q4	$543K	Buy	2,438 +142	+6%	+$33.9K	0.01%	453
2025 Q3	$516K	Buy	2,296 +108	+5%	+$24.5K	0.01%	450
2025 Q2	$476K	Buy	+2,188	New	+$403K	0.01%	453
2025 Q1	–	Sell	-1,376	Closed	-$239K	–	670
2024 Q4	$239K	Buy	+1,376	New	+$273K	0.01%	541

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sagespring Wealth Partners's FERG Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Ferguson (FERG) stake by 0.48% in Q2 2026, selling an estimated $2.9K and leaving 2,466 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #489.

Sagespring Wealth Partners first reported a position in FERG in Q4 2024 and has held it in 6 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Sagespring Wealth Partners held 2,466 shares of Ferguson worth $585K as of Q2 2026.
Sagespring Wealth Partners sold 12 Ferguson shares in Q2 2026, an estimated $2.9K.
Ferguson made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #489 holding.
Sagespring Wealth Partners first reported a position in Ferguson in Q4 2024 and has held it in 6 quarters since.
947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.