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Triad Wealth Partners’s Ferguson FERG Stock Holding History

Triad Wealth Partners’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 		$394K Buy
1,576
+248
+19% +$59.8K 0.02% 381
2026
Q1 		$310K Buy
1,328
+109
+9% +$26.5K 0.02% 390
2025
Q4 		$271K Buy
1,219
+55
+5% +$13.1K 0.03% 407
2025
Q3 		$261K Buy
1,164
+215
+23% +$48.7K 0.03% 314
2025
Q2 		$207K Buy
+949
New +$175K 0.04% 281
2024
Q3 		– Sell
-649
Closed -$126K – 334
2024
Q2 		$126K Buy
+649
New +$136K 0.07% 134

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

Triad Wealth Partners's FERG Position: Q2 2026 in Review

Triad Wealth Partners increased its Ferguson (FERG) stake by 19% in Q2 2026, buying an estimated $59.8K and bringing the position to 1,576 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #381.

Triad Wealth Partners first reported a position in FERG in Q2 2024 and has held it in 6 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Triad Wealth Partners held 1,576 shares of Ferguson worth $394K as of Q2 2026.
  • Triad Wealth Partners bought 248 Ferguson shares in Q2 2026, an estimated $59.8K.
  • Ferguson made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #381 holding.
  • Triad Wealth Partners first reported a position in Ferguson in Q2 2024 and has held it in 6 quarters since.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.