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Smartleaf Asset Management’s Ferguson FERG Stock Holding History

Smartleaf Asset 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 		$407K Buy
1,821
+459
+34% +$112K 0.01% 582
2025
Q4 		$307K Sell
1,362
-40
-3% -$9.56K 0.01% 637
2025
Q3 		$316K Buy
1,402
+763
+119% +$173K 0.02% 584
2025
Q2 		$139K Sell
639
-1,128
-64% -$208K 0.01% 716
2025
Q1 		$284K Sell
1,767
-58
-3% -$10.1K 0.03% 482
2024
Q4 		$317K Buy
1,825
+286
+19% +$56.8K 0.03% 425
2024
Q3 		$311K Buy
1,539
+382
+33% +$77.4K 0.04% 375
2024
Q2 		$224K Buy
1,157
+662
+134% +$139K 0.04% 353
2024
Q1 		$108K Buy
495
+480
+3,200% +$95.6K 0.02% 493
2023
Q4 		$2.9K Buy
+15
New +$2.53K ﹤0.01% 923

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

Smartleaf Asset Management's FERG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Ferguson (FERG) stake by 34% in Q1 2026, buying an estimated $112K and bringing the position to 1,821 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #582.

Smartleaf Asset Management first reported a position in FERG in Q4 2023 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Smartleaf Asset Management held 1,821 shares of Ferguson worth $407K as of Q1 2026.
  • Smartleaf Asset Management bought 459 Ferguson shares in Q1 2026, an estimated $112K.
  • Ferguson made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #582 holding.
  • Smartleaf Asset Management first reported a position in Ferguson in Q4 2023 and has held it in 10 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.