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Strategic Investment Advisors’s Ferguson FERG Stock Holding History

Strategic Investment 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 		$482K Buy
+2,064
New +$502K 0.03% 223

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Investment Advisors's FERG Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Ferguson (FERG) in Q1 2026: 2,064 shares worth $482K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings.

930 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Strategic Investment Advisors held 2,064 shares of Ferguson worth $482K as of Q1 2026.
  • Ferguson was a new Strategic Investment Advisors position in Q1 2026.
  • Ferguson made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #223 holding.
  • 930 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.