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Smallwood Wealth Investment Management’s Ferguson FERG Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-8
Closed -$1.74K – 545
2025
Q2 		$1.74K Buy
+8
New +$1.47K ﹤0.01% 415

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smallwood Wealth Investment Management's FERG Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Ferguson (FERG) in Q3 2025, closing a stake of 8 shares — an estimated $1.74K sold.

Smallwood Wealth Investment Management first reported a position in FERG in Q2 2025 and held it in 1 quarter. The position peaked at $1.74K in Q2 2025. 885 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Ferguson position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 8 Ferguson shares in Q3 2025, an estimated $1.74K.
  • Smallwood Wealth Investment Management first reported a position in Ferguson in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Ferguson position peaked at $1.74K in Q2 2025.
  • 885 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.