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Twin Peaks Wealth Advisors’s Ferguson FERG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-6
Closed -$1.4K – 911
2026
Q1 		$1.4K Buy
+6
New +$1.46K ﹤0.01% 1810
2025
Q3 		– Sell
-6
Closed -$1.36K – 834
2025
Q2 		$1.36K Buy
+6
New +$1.1K ﹤0.01% 1717

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

Twin Peaks Wealth Advisors's FERG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Ferguson (FERG) in Q2 2026, closing a stake of 6 shares — an estimated $1.4K sold.

Twin Peaks Wealth Advisors first reported a position in FERG in Q2 2025 and held it in 2 quarters. The position peaked at $1.4K in Q1 2026. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 6 Ferguson shares in Q2 2026, an estimated $1.4K.
  • Twin Peaks Wealth Advisors first reported a position in Ferguson in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ferguson position peaked at $1.4K in Q1 2026.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.