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Scott Capital Advisors’s Ferguson FERG Stock Holding History

Scott Capital Advisors’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 		$290K Hold
1,222
– – 0.05% 56
2026
Q1 		$314K Hold
1,222
– – 0.06% 44
2025
Q4 		$272K Hold
1,222
– – 0.06% 48
2025
Q3 		$287K Hold
1,222
– – 0.07% 45
2025
Q2 		$274K Sell
1,222
-495
-29% -$91.1K 0.07% 45
2025
Q1 		$275K Buy
1,717
+3
+0.2% +$520 0.08% 44
2024
Q4 		$292K Sell
1,714
-200
-10% -$39.7K 0.08% 41
2024
Q3 		$380K Buy
1,914
+404
+27% +$81.8K 0.11% 39
2024
Q2 		$284K Sell
1,510
-127
-8% -$26.6K 0.08% 40
2024
Q1 		$363K Sell
1,637
-129
-7% -$25.7K 0.11% 38
2023
Q4 		$341K Buy
1,766
+2
+0.1% +$337 0.11% 39
2023
Q3 		$290K Hold
1,764
– – 0.12% 39
2023
Q2 		$277K Hold
1,764
– – 0.12% 40
2023
Q1 		$236K Hold
1,764
– – 0.11% 40
2022
Q4 		$224K Buy
+1,764
New +$205K 0.13% 39
2022
Q3 		– Sell
-1,814
Closed -$201K – 36
2022
Q2 		$201K Buy
1,814
+2
+0.1% +$242 0.14% 39
2022
Q1 		$243K Hold
1,812
– – 0.14% 43
2021
Q4 		$325K Buy
+1,812
New +$284K 0.2% 28

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Scott Capital Advisors's FERG Position: Q2 2026 in Review

Scott Capital Advisors held its Ferguson (FERG) position steady in Q2 2026 at 1,222 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #56.

Scott Capital Advisors first reported a position in FERG in Q4 2021 and has held it in 18 quarters since. The position peaked at $380K in Q3 2024. 207 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Scott Capital Advisors held 1,222 shares of Ferguson worth $290K as of Q2 2026.
  • Scott Capital Advisors left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.05% of Scott Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Scott Capital Advisors first reported a position in Ferguson in Q4 2021 and has held it in 18 quarters since.
  • Scott Capital Advisors's Ferguson position peaked at $380K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.