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Traveka Wealth’s Ferguson FERG Stock Holding History

Traveka Wealth’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 		$209K Hold
879
– – 0.07% 183
2026
Q1 		$205K Sell
879
-33
-4% -$8.03K 0.08% 178
2025
Q4 		$203K Buy
912
+4
+0.4% +$956 0.08% 177
2025
Q3 		$204K Buy
+908
New +$206K 0.09% 164

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Traveka Wealth's FERG Position: Q2 2026 in Review

Traveka Wealth held its Ferguson (FERG) position steady in Q2 2026 at 879 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #183.

Traveka Wealth first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Traveka Wealth held 879 shares of Ferguson worth $209K as of Q2 2026.
  • Traveka Wealth left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.07% of Traveka Wealth's portfolio in Q2 2026, its #183 holding.
  • Traveka Wealth first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.