Wealth Enhancement Advisory Services
FERG icon

Wealth Enhancement Advisory Services’s Ferguson FERG Stock Holding History

Wealth Enhancement Advisory Services’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 		$30.9M Buy
138,543
+100,471
+264% +$24.2M 0.05% 317
2026
Q1 		$8.68M Buy
38,072
+24,109
+173% +$5.87M 0.02% 651
2025
Q4 		$3.16M Sell
13,963
-305
-2% -$72.9K ﹤0.01% 1252
2025
Q3 		$3.3M Sell
14,268
-66,088
-82% -$15M 0.01% 1167
2025
Q2 		$17.9M Buy
80,356
+72,168
+881% +$13.3M 0.03% 452
2025
Q1 		$1.31M Buy
8,188
+1,645
+25% +$285K ﹤0.01% 1465
2024
Q4 		$1.14M Sell
6,543
-17,205
-72% -$3.42M ﹤0.01% 1468
2024
Q3 		$4.72M Sell
23,748
-9,902
-29% -$2.01M 0.01% 745
2024
Q2 		$6.52M Buy
33,650
+142
+0.4% +$29.8K 0.02% 616
2024
Q1 		$7.32M Buy
33,508
+6,997
+26% +$1.39M 0.02% 561
2023
Q4 		$5.12M Buy
+26,511
New +$4.47M 0.01% 605

Other funds holding FERG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's FERG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ferguson (FERG) stake by 264% in Q2 2026, buying an estimated $24.2M and bringing the position to 138,543 shares worth $30.9M. The position accounts for 0.05% of the portfolio, ranked #317.

Wealth Enhancement Advisory Services first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 138,543 shares of Ferguson worth $30.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 100,471 Ferguson shares in Q2 2026, an estimated $24.2M.
  • Ferguson made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #317 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.