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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Triad Wealth Partners's FERG Position: Q1 2026 in Review

Triad Wealth Partners increased its Ferguson (FERG) stake by 8.9% in Q1 2026, buying an estimated $26.5K and bringing the position to 1,328 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #390.

Triad Wealth Partners first reported a position in FERG in Q2 2024 and has held it in 5 quarters since. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Triad Wealth Partners held 1,328 shares of Ferguson worth $310K as of Q1 2026.
  • Triad Wealth Partners bought 109 Ferguson shares in Q1 2026, an estimated $26.5K.
  • Ferguson made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #390 holding.
  • Triad Wealth Partners first reported a position in Ferguson in Q2 2024 and has held it in 5 quarters since.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.