Steward Partners Investment Advisory
FERG icon

Steward Partners Investment Advisory’s Ferguson FERG Stock Holding History

Steward Partners Investment Advisory’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 		$3.11M Buy
13,089
+1,593
+14% +$384K 0.02% 741
2026
Q1 		$2.68M Buy
11,496
+10,125
+739% +$2.46M 0.01% 740
2025
Q4 		$305K Sell
1,371
-843
-38% -$201K ﹤0.01% 1701
2025
Q3 		$497K Buy
2,214
+1,959
+768% +$444K ﹤0.01% 1379
2025
Q2 		$55.5K Sell
255
-18
-7% -$3.31K ﹤0.01% 2424
2025
Q1 		$43.7K Sell
273
-81
-23% -$14K ﹤0.01% 2451
2024
Q4 		$61.4K Buy
354
+124
+54% +$24.6K ﹤0.01% 2230
2024
Q3 		$45.7K Buy
230
+46
+25% +$9.32K ﹤0.01% 2272
2024
Q2 		$35.6K Sell
184
-86
-32% -$18K ﹤0.01% 2269
2024
Q1 		$59K Buy
270
+112
+71% +$22.3K ﹤0.01% 2025
2023
Q4 		$30.5K Hold
158
– – ﹤0.01% 2189
2023
Q3 		$26K Sell
158
-18
-10% -$2.84K ﹤0.01% 2184
2023
Q2 		$27.7K Hold
176
– – ﹤0.01% 2134
2023
Q1 		$23.5K Hold
176
– – ﹤0.01% 2178
2022
Q4 		$22.3K Hold
176
– – ﹤0.01% 2191
2022
Q3 		$18K Buy
176
+20
+13% +$2.33K ﹤0.01% 2266
2022
Q2 		$17K Hold
156
– – ﹤0.01% 2295
2022
Q1 		$21K Hold
156
– – ﹤0.01% 2332
2021
Q4 		$28K Hold
156
– – ﹤0.01% 2175
2021
Q3 		$22K Hold
156
– – ﹤0.01% 2279
2021
Q2 		$22K Sell
156
-32
-17% -$4.25K ﹤0.01% 4964
2021
Q1 		$22.5K Buy
+188
New +$22.9K ﹤0.01% 2415

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
Jupiter Topco
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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's FERG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Ferguson (FERG) stake by 14% in Q2 2026, buying an estimated $384K and bringing the position to 13,089 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #741.

Steward Partners Investment Advisory first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Steward Partners Investment Advisory held 13,089 shares of Ferguson worth $3.11M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,593 Ferguson shares in Q2 2026, an estimated $384K.
  • Ferguson made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #741 holding.
  • Steward Partners Investment Advisory first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.