SIM
FERG icon

Synergy Investment Management’s Ferguson FERG Stock Holding History

Synergy 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 		$10.6K Buy
45
+3
+7% +$724 ﹤0.01% 621
2026
Q1 		$9.8K Buy
+42
New +$10.2K ﹤0.01% 498

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

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

Synergy Investment Management increased its Ferguson (FERG) stake by 7.1% in Q2 2026, buying an estimated $724 and bringing the position to 45 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Synergy Investment Management first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Synergy Investment Management held 45 shares of Ferguson worth $10.6K as of Q2 2026.
  • Synergy Investment Management bought 3 Ferguson shares in Q2 2026, an estimated $724.
  • Ferguson made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #621 holding.
  • Synergy Investment Management first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.