Seven Mile Advisory’s Ferguson FERG Stock Holding History

Seven Mile Advisory’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	–	Sell	-985	Closed	-$219K	–	222
2025 Q4	$219K	Sell	985 -31	-3%	-$7.41K	0.04%	224
2025 Q3	$228K	Buy	+1,016	New	+$230K	0.04%	256

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Seven Mile Advisory's FERG Position: Q1 2026 in Review

Seven Mile Advisory sold out of Ferguson (FERG) in Q1 2026, closing a stake of 985 shares — an estimated $219K sold.

Seven Mile Advisory first reported a position in FERG in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q3 2025. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Seven Mile Advisory reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 985 Ferguson shares in Q1 2026, an estimated $219K.
Seven Mile Advisory first reported a position in Ferguson in Q3 2025 and held it in 2 quarters.
Seven Mile Advisory's Ferguson position peaked at $228K in Q3 2025.
928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.