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Strategic Investment Solutions’s Ferguson FERG Stock Holding History

Strategic Investment Solutions’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 		$30.2K Buy
+127
New +$30.6K 0.01% 308
2025
Q4 		– Sell
-127
Closed -$28.4K – 636
2025
Q3 		$28.4K Buy
+127
New +$28.8K 0.01% 261

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

Strategic Investment Solutions's FERG Position: Q2 2026 in Review

Strategic Investment Solutions opened a new position in Ferguson (FERG) in Q2 2026: 127 shares worth $30.2K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Strategic Investment Solutions previously reported a position in FERG as recently as Q3 2025.

Strategic Investment Solutions first reported a position in FERG in Q3 2025 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Strategic Investment Solutions held 127 shares of Ferguson worth $30.2K as of Q2 2026.
  • Ferguson was a new Strategic Investment Solutions position in Q2 2026.
  • Ferguson made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #308 holding.
  • Strategic Investment Solutions first reported a position in Ferguson in Q3 2025 and has held it in 2 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.