UFPG
FERG icon

United Financial Planning Group’s Ferguson FERG Stock Holding History

United Financial Planning Group’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 		– Sell
-44
Closed -$9.8K – 521
2025
Q4 		$9.8K Buy
+44
New +$10.5K 0.01% 208

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

United Financial Planning Group's FERG Position: Q1 2026 in Review

United Financial Planning Group sold out of Ferguson (FERG) in Q1 2026, closing a stake of 44 shares — an estimated $9.8K sold.

United Financial Planning Group first reported a position in FERG in Q4 2025 and held it in 1 quarter. The position peaked at $9.8K in Q4 2025. 934 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • United Financial Planning Group reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 44 Ferguson shares in Q1 2026, an estimated $9.8K.
  • United Financial Planning Group first reported a position in Ferguson in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Ferguson position peaked at $9.8K in Q4 2025.
  • 934 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.