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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

SHP Wealth Management's FERG Position: Q1 2026 in Review

SHP Wealth Management increased its Ferguson (FERG) stake by 14% in Q1 2026, buying an estimated $1.22K and bringing the position to 40 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

SHP Wealth Management first reported a position in FERG in Q4 2025 and has held it in 2 quarters since. 930 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • SHP Wealth Management held 40 shares of Ferguson worth $9.26K as of Q1 2026.
  • SHP Wealth Management bought 5 Ferguson shares in Q1 2026, an estimated $1.22K.
  • Ferguson made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #921 holding.
  • SHP Wealth Management first reported a position in Ferguson in Q4 2025 and has held it in 2 quarters since.
  • 930 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.