WTA
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Washington Trust Advisors’s Ferguson FERG Stock Holding History

Washington Trust Advisors’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 		$7.97K Hold
34
– – ﹤0.01% 507
2025
Q4 		$7.61K Hold
34
– – ﹤0.01% 521
2025
Q3 		$7.68K Buy
34
+3
+10% +$679 ﹤0.01% 562
2025
Q2 		$6.75K Sell
31
-2
-6% -$368 ﹤0.01% 534
2025
Q1 		$5.32K Buy
33
+24
+267% +$4.16K ﹤0.01% 548
2024
Q4 		$1.49K Sell
9
-18
-67% -$3.58K ﹤0.01% 628
2024
Q3 		$5.37K Buy
27
+3
+13% +$608 ﹤0.01% 563
2024
Q2 		$4.67K Buy
24
+8
+50% +$1.68K ﹤0.01% 570
2024
Q1 		$3.6K Buy
+16
New +$3.19K ﹤0.01% 604
2022
Q4 		– Sell
-44
Closed -$5K – 820
2022
Q3 		$5K Hold
44
– – ﹤0.01% 712
2022
Q2 		$5K Sell
44
-73
-62% -$8.84K ﹤0.01% 739
2022
Q1 		$16K Sell
117
-12
-9% -$1.85K ﹤0.01% 630
2021
Q4 		$23K Buy
+129
New +$20.2K ﹤0.01% 604

Other funds holding FERG

BlackRock
BlackRock New York $5.7T 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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return