Vestmark Advisory Solutions’s Ferguson FERG Stock Holding History

Vestmark Advisory Solutions’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	$931K	Buy	3,923 +699	+22%	+$169K	0.01%	975
2026 Q1	$752K	Sell	3,224 -1,169	-27%	-$284K	0.01%	949
2025 Q4	$978K	Buy	4,393 +734	+20%	+$175K	0.01%	806
2025 Q3	$822K	Buy	+3,659	New	+$828K	0.02%	588
2023 Q3	–	Sell	-2,864	Closed	-$450K	–	567
2023 Q2	$450K	Buy	2,864 +52	+2%	+$7.41K	0.02%	612
2023 Q1	$376K	Sell	2,812 -1,301	-32%	-$181K	0.02%	637
2022 Q4	$522K	Buy	4,113 +651	+19%	+$75.8K	0.03%	552
2022 Q3	$356K	Sell	3,462 -616	-15%	-$71.9K	0.02%	621
2022 Q2	$452K	Sell	4,078 -35	-0.9%	-$4.24K	0.03%	563
2022 Q1	$552K	Sell	4,113 -687	-14%	-$106K	0.03%	507
2021 Q4	$861K	Sell	4,800 -456	-9%	-$71.5K	0.05%	396
2021 Q3	$733K	Buy	5,256 +207	+4%	+$29.5K	0.05%	390
2021 Q2	$705K	Buy	5,049 +118	+2%	+$15.7K	0.05%	394
2021 Q1	$592K	Buy	+4,931	New	+$601K	0.05%	397

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vestmark Advisory Solutions's FERG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Ferguson (FERG) stake by 22% in Q2 2026, buying an estimated $169K and bringing the position to 3,923 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #975.

Vestmark Advisory Solutions first reported a position in FERG in Q1 2021 and has held it in 14 quarters since. The position peaked at $978K in Q4 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Vestmark Advisory Solutions held 3,923 shares of Ferguson worth $931K as of Q2 2026.
Vestmark Advisory Solutions bought 699 Ferguson shares in Q2 2026, an estimated $169K.
Ferguson made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #975 holding.
Vestmark Advisory Solutions first reported a position in Ferguson in Q1 2021 and has held it in 14 quarters since.
Vestmark Advisory Solutions's Ferguson position peaked at $978K in Q4 2025.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.