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Spire Wealth Management’s Ferguson FERG Stock Holding History

Spire Wealth 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 		– Sell
-190
Closed -$44.4K – 2282
2026
Q1 		$44.4K Sell
190
-62
-25% -$15.1K ﹤0.01% 1198
2025
Q4 		$56.1K Sell
252
-1,078
-81% -$258K ﹤0.01% 1144
2025
Q3 		$299K Sell
1,330
-160
-11% -$36.2K 0.01% 671
2025
Q2 		$324K Sell
1,490
-432
-22% -$79.5K 0.01% 620
2025
Q1 		$308K Sell
1,922
-31
-2% -$5.37K 0.01% 706
2024
Q4 		$339K Buy
+1,953
New +$388K 0.01% 675
2024
Q3 		– Sell
-1,864
Closed -$361K – 2204
2024
Q2 		$361K Buy
1,864
+319
+21% +$66.9K 0.01% 559
2024
Q1 		$338K Buy
1,545
+1,046
+210% +$208K 0.01% 633
2023
Q4 		$94.6K Sell
499
-4,528
-90% -$764K ﹤0.01% 1009
2023
Q3 		$827K Buy
5,027
+158
+3% +$24.9K 0.03% 372
2023
Q2 		$766K Sell
4,869
-35
-0.7% -$4.99K 0.03% 396
2023
Q1 		$656K Buy
4,904
+4,822
+5,880% +$670K 0.03% 434
2022
Q4 		$10K Buy
+82
New +$9.55K ﹤0.01% 1603
2022
Q3 		– Sell
-31
Closed -$3K – 2315
2022
Q2 		$3K Sell
31
-31
-50% -$3.75K ﹤0.01% 2264
2022
Q1 		$8K Sell
62
-42
-40% -$6.48K ﹤0.01% 2098
2021
Q4 		$19K Buy
104
+22
+27% +$3.45K ﹤0.01% 2129
2021
Q3 		$11K Hold
82
– – ﹤0.01% 2063
2021
Q2 		$11K Sell
82
-42
-34% -$5.58K ﹤0.01% 2076
2021
Q1 		$15K Buy
+124
New +$15.1K ﹤0.01% 2260

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

Spire Wealth Management's FERG Position: Q2 2026 in Review

Spire Wealth Management sold out of Ferguson (FERG) in Q2 2026, closing a stake of 190 shares — an estimated $44.4K sold.

Spire Wealth Management first reported a position in FERG in Q1 2021 and held it in 19 quarters. The position peaked at $827K in Q3 2023. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Spire Wealth Management reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 190 Ferguson shares in Q2 2026, an estimated $44.4K.
  • Spire Wealth Management first reported a position in Ferguson in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's Ferguson position peaked at $827K in Q3 2023.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.