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Strategic Global Advisors’s Ferguson FERG Stock Holding History

Strategic Global 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
Q1 		$1.69M Buy
+7,240
New +$1.76M 0.27% 85
2024
Q3 		– Sell
-11,110
Closed -$2.15M – 146
2024
Q2 		$2.15M Buy
11,110
+229
+2% +$48K 0.45% 69
2024
Q1 		$2.38M Sell
10,881
-267
-2% -$53.2K 0.51% 67
2023
Q4 		$2.15M Buy
+11,148
New +$1.88M 0.49% 69

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Strategic Global Advisors's FERG Position: Q1 2026 in Review

Strategic Global Advisors opened a new position in Ferguson (FERG) in Q1 2026: 7,240 shares worth $1.69M. The stake represents 0.27% of the portfolio and ranks #85 among its holdings. This is a return to the name: Strategic Global Advisors previously reported a position in FERG as recently as Q2 2024.

Strategic Global Advisors first reported a position in FERG in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.38M in Q1 2024. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Strategic Global Advisors held 7,240 shares of Ferguson worth $1.69M as of Q1 2026.
  • Ferguson was a new Strategic Global Advisors position in Q1 2026.
  • Ferguson made up 0.27% of Strategic Global Advisors's portfolio in Q1 2026, its #85 holding.
  • Strategic Global Advisors first reported a position in Ferguson in Q4 2023 and has held it in 4 quarters since.
  • Strategic Global Advisors's Ferguson position peaked at $2.38M in Q1 2024.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.