SPWM Advisors’s Ferguson FERG Stock Holding History

SPWM Advisors’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	$212K	Sell	913 -279	-23%	-$67.3K	0.2%	81
2026 Q1	$284K	Buy	+1,192	New	+$290K	0.25%	75

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SPWM Advisors's FERG Position: Q2 2026 in Review

SPWM Advisors reduced its Ferguson (FERG) stake by 23% in Q2 2026, selling an estimated $67.3K and leaving 913 shares worth $212K. The position accounts for 0.2% of the portfolio, ranked #81.

SPWM Advisors first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. The position peaked at $284K in Q1 2026. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

SPWM Advisors held 913 shares of Ferguson worth $212K as of Q2 2026.
SPWM Advisors sold 279 Ferguson shares in Q2 2026, an estimated $67.3K.
Ferguson made up 0.2% of SPWM Advisors's portfolio in Q2 2026, its #81 holding.
SPWM Advisors first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
SPWM Advisors's Ferguson position peaked at $284K in Q1 2026.
948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.