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RAFFA WEALTH MANAGEMENT, LLC’s Ferguson FERG Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2026
Q2 		$4.51K Sell
19
-20
-51% -$4.83K ﹤0.01% 617
2026
Q1 		$9.1K Buy
39
+25
+179% +$6.08K ﹤0.01% 414
2025
Q4 		$3.12K Buy
14
+11
+367% +$2.63K ﹤0.01% 624
2025
Q3 		$674 Buy
+3
New +$679 ﹤0.01% 994
2023
Q3 		– Sell
-30
Closed -$4.72K – 1070
2023
Q2 		$4.72K Sell
30
-7
-19% -$997 ﹤0.01% 405
2023
Q1 		$4.95K Buy
37
+15
+68% +$2.08K ﹤0.01% 411
2022
Q4 		$2.79K Buy
22
+15
+214% +$1.75K ﹤0.01% 501
2022
Q3 		$721 Hold
7
– – ﹤0.01% 908
2022
Q2 		$775 Hold
7
– – ﹤0.01% 896
2022
Q1 		$939 Hold
7
– – ﹤0.01% 886
2021
Q4 		$1.26K Hold
7
– – ﹤0.01% 801
2021
Q3 		$977 Hold
7
– – ﹤0.01% 831
2021
Q2 		$977 Sell
7
-706
-99% -$93.8K ﹤0.01% 839
2021
Q1 		$85.7K Buy
+713
New +$87K 0.03% 105

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FERG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Ferguson (FERG) stake by 51% in Q2 2026, selling an estimated $4.83K and leaving 19 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FERG in Q1 2021 and has held it in 14 quarters since. The position peaked at $85.7K in Q1 2021. 255 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 19 shares of Ferguson worth $4.51K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 20 Ferguson shares in Q2 2026, an estimated $4.83K.
  • Ferguson made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #617 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Ferguson in Q1 2021 and has held it in 14 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Ferguson position peaked at $85.7K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.