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Simplicity Wealth’s Ferguson FERG Stock Holding History

Simplicity Wealth’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 		$751K Buy
3,217
+85
+3% +$20.7K 0.04% 355
2025
Q4 		$697K Buy
3,132
+48
+2% +$11.5K 0.04% 359
2025
Q3 		$693K Buy
3,084
+1,203
+64% +$272K 0.04% 378
2025
Q2 		$410K Buy
+1,881
New +$346K 0.02% 500
2024
Q4 		– Sell
-1,011
Closed -$201K – 401
2024
Q3 		$201K Sell
1,011
-1,593
-61% -$323K 0.02% 479
2024
Q2 		$504K Buy
2,604
+1,412
+118% +$296K 0.01% 758
2024
Q1 		$260K Buy
+1,192
New +$238K 0.01% 969

Other funds holding FERG

BlackRock
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
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 $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simplicity Wealth's FERG Position: Q1 2026 in Review

Simplicity Wealth increased its Ferguson (FERG) stake by 2.7% in Q1 2026, buying an estimated $20.7K and bringing the position to 3,217 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #355.

Simplicity Wealth first reported a position in FERG in Q1 2024 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Simplicity Wealth held 3,217 shares of Ferguson worth $751K as of Q1 2026.
  • Simplicity Wealth bought 85 Ferguson shares in Q1 2026, an estimated $20.7K.
  • Ferguson made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #355 holding.
  • Simplicity Wealth first reported a position in Ferguson in Q1 2024 and has held it in 7 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.