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True Wealth Design’s Ferguson FERG Stock Holding History

True Wealth Design’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 		$39.4K Sell
166
-66
-28% -$15.9K 0.01% 577
2026
Q1 		$54.1K Sell
232
-117
-34% -$28.5K 0.02% 380
2025
Q4 		$77.7K Sell
349
-73
-17% -$17.4K 0.02% 228
2025
Q3 		$94.7K Buy
422
+292
+225% +$66.1K 0.03% 175
2025
Q2 		$28.3K Buy
130
+77
+145% +$14.2K 0.01% 310
2025
Q1 		$8.45K Buy
53
+20
+61% +$3.47K ﹤0.01% 523
2024
Q4 		$5.68K Sell
33
-112
-77% -$22.2K ﹤0.01% 511
2024
Q3 		$28.8K Buy
145
+135
+1,350% +$27.3K 0.01% 262
2024
Q2 		$1.94K Buy
10
+5
+100% +$1.05K ﹤0.01% 366
2024
Q1 		$1.09K Buy
5
+3
+150% +$598 ﹤0.01% 445
2023
Q4 		$387 Hold
2
– – ﹤0.01% 542
2023
Q3 		$329 Buy
+2
New +$316 ﹤0.01% 537
2023
Q2 		– Sell
-12
Closed -$1.6K – 817
2023
Q1 		$1.6K Buy
12
+9
+300% +$1.25K ﹤0.01% 353
2022
Q4 		$381 Buy
+3
New +$349 ﹤0.01% 525

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

True Wealth Design's FERG Position: Q2 2026 in Review

True Wealth Design reduced its Ferguson (FERG) stake by 28% in Q2 2026, selling an estimated $15.9K and leaving 166 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #577.

True Wealth Design first reported a position in FERG in Q4 2022 and has held it in 14 quarters since. The position peaked at $94.7K in Q3 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • True Wealth Design held 166 shares of Ferguson worth $39.4K as of Q2 2026.
  • True Wealth Design sold 66 Ferguson shares in Q2 2026, an estimated $15.9K.
  • Ferguson made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #577 holding.
  • True Wealth Design first reported a position in Ferguson in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Ferguson position peaked at $94.7K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.