SWC
FERG icon

Spectrum Wealth Counsel’s Ferguson FERG Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$962 Hold
6
– – ﹤0.01% 336
2024
Q4 		$1.04K Hold
6
– – ﹤0.01% 335
2024
Q3 		$1.19K Buy
+6
New +$1.22K ﹤0.01% 352

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Spectrum Wealth Counsel's FERG Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Ferguson (FERG) position steady in Q1 2025 at 6 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Spectrum Wealth Counsel first reported a position in FERG in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.19K in Q3 2024. 714 funds tracked by Wall St. Rank hold FERG as of Q1 2025.

  • Spectrum Wealth Counsel held 6 shares of Ferguson worth $962 as of Q1 2025.
  • Spectrum Wealth Counsel left its Ferguson share count unchanged in Q1 2025.
  • Ferguson made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #336 holding.
  • Spectrum Wealth Counsel first reported a position in Ferguson in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Ferguson position peaked at $1.19K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held Ferguson as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.