Vise Technologies’s Ferguson FERG Stock Holding History

Vise Technologies’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	$1.04M	Hold	4,672	–	–	0.02%	572
2025 Q4	$1.04M	Buy	4,672 +387	+9%	+$92.5K	0.02%	576
2025 Q3	$962K	Sell	4,285 -2,627	-38%	-$595K	0.04%	437
2025 Q2	$1.5M	Buy	+6,912	New	+$1.27M	0.06%	329
2024 Q4	$1.01M	Buy	5,821 +684	+13%	+$136K	0.08%	251
2024 Q3	$1.02M	Buy	5,137 +871	+20%	+$176K	0.13%	157
2024 Q2	$826K	Buy	4,266 +345	+9%	+$72.4K	0.15%	142
2024 Q1	$856K	Buy	3,921 +110	+3%	+$21.9K	0.17%	127
2023 Q4	$736K	Sell	3,811 -2	-0.1%	-$337	0.16%	138
2023 Q3	$627K	Sell	3,813 -19	-0.5%	-$3K	0.15%	140
2023 Q2	$603K	Buy	3,832 +875	+30%	+$125K	0.15%	157
2023 Q1	$395K	Buy	2,957 +388	+15%	+$53.9K	0.1%	198
2022 Q4	$326K	Buy	2,569 +110	+4%	+$12.8K	0.1%	218
2022 Q3	$253K	Buy	+2,459	New	+$287K	0.1%	240

Other funds holding FERG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Vise Technologies's FERG Position: Q1 2026 in Review

Vise Technologies held its Ferguson (FERG) position steady in Q1 2026 at 4,672 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #572.

Vise Technologies first reported a position in FERG in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.5M in Q2 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Vise Technologies held 4,672 shares of Ferguson worth $1.04M as of Q1 2026.
Vise Technologies left its Ferguson share count unchanged in Q1 2026.
Ferguson made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #572 holding.
Vise Technologies first reported a position in Ferguson in Q3 2022 and has held it in 14 quarters since.
Vise Technologies's Ferguson position peaked at $1.5M in Q2 2025.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.