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Stratos Investment Management’s Ferguson FERG Stock Holding History

Stratos Investment Management’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 		$353K Sell
1,486
-790
-35% -$191K 0.01% 299
2026
Q1 		$531K Buy
2,276
+608
+36% +$148K 0.02% 247
2025
Q4 		$371K Buy
1,668
+10
+0.6% +$2.39K 0.01% 268
2025
Q3 		$372K Buy
1,658
+6
+0.4% +$1.36K 0.02% 274
2025
Q2 		$360K Buy
+1,652
New +$304K 0.02% 284

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

Stratos Investment Management's FERG Position: Q2 2026 in Review

Stratos Investment Management reduced its Ferguson (FERG) stake by 35% in Q2 2026, selling an estimated $191K and leaving 1,486 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #299.

Stratos Investment Management first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $531K in Q1 2026. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Stratos Investment Management held 1,486 shares of Ferguson worth $353K as of Q2 2026.
  • Stratos Investment Management sold 790 Ferguson shares in Q2 2026, an estimated $191K.
  • Ferguson made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #299 holding.
  • Stratos Investment Management first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Stratos Investment Management's Ferguson position peaked at $531K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.