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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
Q2 		$781K Buy
3,290
+73
+2% +$17.6K 0.03% 501
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 $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

Simplicity Wealth's FERG Position: Q2 2026 in Review

Simplicity Wealth increased its Ferguson (FERG) stake by 2.3% in Q2 2026, buying an estimated $17.6K and bringing the position to 3,290 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #501.

Simplicity Wealth first reported a position in FERG in Q1 2024 and has held it in 8 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Simplicity Wealth held 3,290 shares of Ferguson worth $781K as of Q2 2026.
  • Simplicity Wealth bought 73 Ferguson shares in Q2 2026, an estimated $17.6K.
  • Ferguson made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #501 holding.
  • Simplicity Wealth first reported a position in Ferguson in Q1 2024 and has held it in 8 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.