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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
Q2 		$1.14M Sell
4,795
-38
-0.8% -$9.17K 0.01% 845
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waverly Advisors's FERG Position: Q2 2026 in Review

Waverly Advisors reduced its Ferguson (FERG) stake by 0.79% in Q2 2026, selling an estimated $9.17K and leaving 4,795 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #845.

Waverly Advisors first reported a position in FERG in Q2 2024 and has held it in 9 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Waverly Advisors held 4,795 shares of Ferguson worth $1.14M as of Q2 2026.
  • Waverly Advisors sold 38 Ferguson shares in Q2 2026, an estimated $9.17K.
  • Ferguson made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #845 holding.
  • Waverly Advisors first reported a position in Ferguson in Q2 2024 and has held it in 9 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.