SkyView Investment Advisors’s Ferguson FERG Stock Holding History

SkyView Investment Advisors’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	$721K	Buy	3,090 +20	+0.7%	+$4.87K	0.1%	156
2025 Q4	$683K	Sell	3,070 -40	-1%	-$9.56K	0.09%	172
2025 Q3	$698K	Buy	3,110 +20	+0.6%	+$4.53K	0.09%	171
2025 Q2	$674K	Sell	3,090 -199	-6%	-$36.6K	0.1%	174
2025 Q1	$527K	Buy	3,289 +193	+6%	+$33.5K	0.08%	193
2024 Q4	$537K	Sell	3,096 -205	-6%	-$40.7K	0.09%	192
2024 Q3	$655K	Buy	3,301 +41	+1%	+$8.31K	0.11%	150
2024 Q2	$631K	Buy	3,260 +15	+0.5%	+$3.15K	0.11%	157
2024 Q1	$709K	Buy	+3,245	New	+$647K	0.13%	135
2023 Q4	–	Sell	-2,788	Closed	-$459K	–	277
2023 Q3	$459K	Buy	2,788 +118	+4%	+$18.6K	0.19%	155
2023 Q2	$420K	Buy	2,670 +100	+4%	+$14.2K	0.1%	247
2023 Q1	$344K	Buy	2,570 +62	+2%	+$8.62K	0.08%	280
2022 Q4	$318K	Buy	2,508 +32	+1%	+$3.73K	0.1%	266
2022 Q3	$255K	Buy	2,476 +426	+21%	+$49.7K	0.07%	328
2022 Q2	$227K	Buy	+2,050	New	+$248K	0.06%	382

Other funds holding FERG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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