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Savvy Advisors Inc’s Ferguson FERG Stock Holding History

Savvy Advisors Inc’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 		$218K Buy
918
+26
+3% +$6.27K ﹤0.01% 1142
2026
Q1 		$208K Sell
892
-316
-26% -$76.9K 0.01% 1048
2025
Q4 		$269K Sell
1,208
-113
-9% -$27K 0.01% 818
2025
Q3 		$297K Buy
+1,321
New +$299K 0.01% 626

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

Savvy Advisors Inc's FERG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Ferguson (FERG) stake by 2.9% in Q2 2026, buying an estimated $6.27K and bringing the position to 918 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Savvy Advisors Inc first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. The position peaked at $297K in Q3 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Savvy Advisors Inc held 918 shares of Ferguson worth $218K as of Q2 2026.
  • Savvy Advisors Inc bought 26 Ferguson shares in Q2 2026, an estimated $6.27K.
  • Ferguson made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1142 holding.
  • Savvy Advisors Inc first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Ferguson position peaked at $297K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.