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Waverly Advisors’s Ferguson FERG Stock Holding History

Waverly 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 		$1.13M Sell
4,833
-195
-4% -$47.5K 0.01% 795
2025
Q4 		$1.12M Buy
5,028
+562
+13% +$134K 0.01% 725
2025
Q3 		$1M Buy
4,466
+881
+25% +$199K 0.01% 640
2025
Q2 		$781K Buy
3,585
+605
+20% +$111K 0.01% 680
2025
Q1 		$477K Buy
2,980
+176
+6% +$30.5K 0.01% 789
2024
Q4 		$487K Buy
2,804
+1,171
+72% +$233K 0.01% 692
2024
Q3 		$324K Sell
1,633
-779
-32% -$158K 0.01% 667
2024
Q2 		$467K Buy
+2,412
New +$506K 0.01% 589

Other funds holding FERG

BlackRock
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
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

Waverly Advisors's FERG Position: Q1 2026 in Review

Waverly Advisors reduced its Ferguson (FERG) stake by 3.9% in Q1 2026, selling an estimated $47.5K and leaving 4,833 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #795.

Waverly Advisors first reported a position in FERG in Q2 2024 and has held it in 8 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Waverly Advisors held 4,833 shares of Ferguson worth $1.13M as of Q1 2026.
  • Waverly Advisors sold 195 Ferguson shares in Q1 2026, an estimated $47.5K.
  • Ferguson made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #795 holding.
  • Waverly Advisors first reported a position in Ferguson in Q2 2024 and has held it in 8 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.