UWS
FERG icon

Unique Wealth Strategies’s Ferguson FERG Stock Holding History

Unique Wealth Strategies’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 		$469K Buy
1,975
+34
+2% +$8.2K 0.17% 159
2026
Q1 		$453K Buy
+1,941
New +$472K 0.18% 167

Other funds holding FERG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Unique Wealth Strategies's FERG Position: Q2 2026 in Review

Unique Wealth Strategies increased its Ferguson (FERG) stake by 1.8% in Q2 2026, buying an estimated $8.2K and bringing the position to 1,975 shares worth $469K. The position accounts for 0.17% of the portfolio, ranked #159.

Unique Wealth Strategies first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Unique Wealth Strategies held 1,975 shares of Ferguson worth $469K as of Q2 2026.
  • Unique Wealth Strategies bought 34 Ferguson shares in Q2 2026, an estimated $8.2K.
  • Ferguson made up 0.17% of Unique Wealth Strategies's portfolio in Q2 2026, its #159 holding.
  • Unique Wealth Strategies first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.