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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
Q2 		$435K Hold
1,821
– – 0.01% 589
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 $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

Smartleaf Asset Management's FERG Position: Q2 2026 in Review

Smartleaf Asset Management held its Ferguson (FERG) position steady in Q2 2026 at 1,821 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #589.

Smartleaf Asset Management first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Smartleaf Asset Management held 1,821 shares of Ferguson worth $435K as of Q2 2026.
  • Smartleaf Asset Management left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #589 holding.
  • Smartleaf Asset Management first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.