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United Capital Financial Advisors’s Ferguson FERG Stock Holding History

United Capital Financial 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 		$12M Buy
50,396
+111
+0.2% +$26.8K 0.07% 229
2026
Q1 		$11.7M Sell
50,285
-1,089
-2% -$265K 0.07% 217
2025
Q4 		$11.4M Sell
51,374
-1,063
-2% -$254K 0.07% 219
2025
Q3 		$11.8M Sell
52,437
-3,181
-6% -$720K 0.08% 182
2025
Q2 		$12.1M Buy
55,618
+153
+0.3% +$28.2K 0.1% 164
2025
Q1 		$8.89M Sell
55,465
-467
-0.8% -$81K 0.08% 201
2024
Q4 		$9.71M Buy
55,932
+1,000
+2% +$199K 0.08% 178
2024
Q3 		$10.9M Sell
54,932
-76
-0.1% -$15.4K 0.09% 173
2024
Q2 		$10.7M Sell
55,008
-4,707
-8% -$987K 0.09% 171
2024
Q1 		$13M Sell
59,715
-995
-2% -$198K 0.11% 157
2023
Q4 		$11.7M Buy
60,710
+1,212
+2% +$204K 0.1% 172
2023
Q3 		$9.79M Sell
59,498
-8,839
-13% -$1.4M 0.06% 226
2023
Q2 		$10.8M Buy
68,337
+142
+0.2% +$20.2K 0.06% 227
2023
Q1 		$9.12M Sell
68,195
-594
-0.9% -$82.6K 0.05% 246
2022
Q4 		$8.73M Sell
68,789
-205
-0.3% -$23.9K 0.05% 261
2022
Q3 		$7.1M Buy
68,994
+189
+0.3% +$22.1K 0.04% 281
2022
Q2 		$7.62M Buy
68,805
+764
+1% +$92.5K 0.04% 290
2022
Q1 		$9.13M Sell
68,041
-150
-0.2% -$23.1K 0.04% 289
2021
Q4 		$12.2M Sell
68,191
-1,255
-2% -$197K 0.06% 263
2021
Q3 		$9.69M Buy
69,446
+71
+0.1% +$10.1K 0.05% 282
2021
Q2 		$9.68M Buy
69,375
+260
+0.4% +$34.5K 0.05% 276
2021
Q1 		$8.3M Buy
+69,115
New +$8.43M 0.05% 283

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

United Capital Financial Advisors's FERG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Ferguson (FERG) stake by 0.22% in Q2 2026, buying an estimated $26.8K and bringing the position to 50,396 shares worth $12M. The position accounts for 0.07% of the portfolio, ranked #229.

United Capital Financial Advisors first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $13M in Q1 2024. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • United Capital Financial Advisors held 50,396 shares of Ferguson worth $12M as of Q2 2026.
  • United Capital Financial Advisors bought 111 Ferguson shares in Q2 2026, an estimated $26.8K.
  • Ferguson made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #229 holding.
  • United Capital Financial Advisors first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • United Capital Financial Advisors's Ferguson position peaked at $13M in Q1 2024.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.