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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
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
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

Sagespring Wealth Partners's FERG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Ferguson (FERG) stake by 1.6% in Q1 2026, buying an estimated $9.73K and bringing the position to 2,478 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #461.

Sagespring Wealth Partners first reported a position in FERG in Q4 2024 and has held it in 5 quarters since. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Sagespring Wealth Partners held 2,478 shares of Ferguson worth $578K as of Q1 2026.
  • Sagespring Wealth Partners bought 40 Ferguson shares in Q1 2026, an estimated $9.73K.
  • Ferguson made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #461 holding.
  • Sagespring Wealth Partners first reported a position in Ferguson in Q4 2024 and has held it in 5 quarters since.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.