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SHP Wealth Management’s Ferguson FERG Stock Holding History

SHP Wealth Management’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 		$16.1K Buy
68
+28
+70% +$6.75K ﹤0.01% 842
2026
Q1 		$9.26K Buy
40
+5
+14% +$1.22K ﹤0.01% 921
2025
Q4 		$7.72K Buy
+35
New +$8.36K ﹤0.01% 902

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 $3.38T AUM 44.17% 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

SHP Wealth Management's FERG Position: Q2 2026 in Review

SHP Wealth Management increased its Ferguson (FERG) stake by 70% in Q2 2026, buying an estimated $6.75K and bringing the position to 68 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

SHP Wealth Management first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • SHP Wealth Management held 68 shares of Ferguson worth $16.1K as of Q2 2026.
  • SHP Wealth Management bought 28 Ferguson shares in Q2 2026, an estimated $6.75K.
  • Ferguson made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #842 holding.
  • SHP Wealth Management first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.