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Sequoia Financial Advisors’s Ferguson FERG Stock Holding History

Sequoia Financial 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 		$1.71M Sell
7,208
-509
-7% -$123K 0.01% 697
2026
Q1 		$1.8M Buy
7,717
+665
+9% +$162K 0.01% 644
2025
Q4 		$1.57M Buy
7,052
+2,497
+55% +$597K 0.01% 676
2025
Q3 		$1.02M Buy
4,555
+861
+23% +$195K 0.01% 769
2025
Q2 		$804K Buy
3,694
+1,282
+53% +$236K 0.01% 782
2025
Q1 		$386K Sell
2,412
-354
-13% -$61.4K ﹤0.01% 964
2024
Q4 		$480K Buy
2,766
+356
+15% +$70.7K ﹤0.01% 823
2024
Q3 		$479K Sell
2,410
-6
-0.2% -$1.22K 0.01% 764
2024
Q2 		$468K Buy
2,416
+95
+4% +$19.9K 0.01% 714
2024
Q1 		$507K Buy
2,321
+101
+5% +$20.1K 0.01% 681
2023
Q4 		$429K Buy
2,220
+174
+9% +$29.4K 0.01% 787
2023
Q3 		$337K Buy
2,046
+134
+7% +$21.2K 0.01% 647
2023
Q2 		$301K Sell
1,912
-185
-9% -$26.3K 0.01% 701
2023
Q1 		$280K Sell
2,097
-333
-14% -$46.3K 0.01% 653
2022
Q4 		$309K Buy
+2,430
New +$283K 0.01% 573

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

Sequoia Financial Advisors's FERG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Ferguson (FERG) stake by 6.6% in Q2 2026, selling an estimated $123K and leaving 7,208 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #697.

Sequoia Financial Advisors first reported a position in FERG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2026. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Sequoia Financial Advisors held 7,208 shares of Ferguson worth $1.71M as of Q2 2026.
  • Sequoia Financial Advisors sold 509 Ferguson shares in Q2 2026, an estimated $123K.
  • Ferguson made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #697 holding.
  • Sequoia Financial Advisors first reported a position in Ferguson in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Ferguson position peaked at $1.8M in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.