W Advisors LLC’s Ferguson FERG Stock Holding History

W Advisors LLC’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
2025 Q4	–	Sell	-969	Closed	-$218K	–	143
2025 Q3	$218K	Buy	+969	New	+$219K	0.11%	125

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

W Advisors LLC's FERG Position: Q4 2025 in Review

W Advisors LLC sold out of Ferguson (FERG) in Q4 2025, closing a stake of 969 shares — an estimated $218K sold.

W Advisors LLC first reported a position in FERG in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 907 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

W Advisors LLC reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
W Advisors LLC sold 969 Ferguson shares in Q4 2025, an estimated $218K.
W Advisors LLC first reported a position in Ferguson in Q3 2025 and held it in 1 quarter.
W Advisors LLC's Ferguson position peaked at $218K in Q3 2025.
907 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on W Advisors LLC's 13F filing for Q4 2025, filed 13 Feb 2026.